-4.3%
KGC vs P
+19.7%
-24.0%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -5.0% | +12.5% | +8.0% |
| 7D | -6.8% | -19.4% | +12.6% | -4.4% |
| 30D | -9.2% | -22.3% | +13.2% | -6.6% |
| 3M | -9.1% | +33.2% | -42.3% | -15.0% |
| 6M | -25.7% | +53.6% | -79.3% | -33.4% |
| YTD | -23.6% | +66.8% | -90.4% | -33.2% |
| 1Y | -4.3% | +17.5% | -21.8% | -11.8% |
| All | -4.3% | +19.7% | -24.0% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 1y: compounded portfolio wealth divided by compounded P 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…
1y analysis · Full analysis span regression · 6 months rolling