+716.7%
KGC vs OTIS
+87.9%
+628.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.0% | -2.3% | -3.8% |
| 7D | -8.4% | -5.0% | -3.4% | -7.3% |
| 30D | +6.3% | -6.5% | +12.8% | +8.1% |
| 3M | +22.4% | -2.0% | +24.4% | +22.9% |
| 6M | -11.4% | -20.2% | +8.8% | -6.8% |
| YTD | +3.1% | -21.0% | +24.1% | +8.5% |
| 1Y | +26.6% | -20.9% | +47.5% | +32.9% |
| 3Y | +525.6% | -13.3% | +538.9% | +538.5% |
| 5Y | +451.7% | -18.5% | +470.2% | +452.4% |
| All | +716.7% | +87.9% | +628.7% | +798.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded OTIS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling