-20.1%
KGC vs P
+24.7%
-44.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +3.4% | -6.9% | -3.9% |
| 7D | -4.1% | +17.8% | -21.9% | -5.7% |
| 30D | -11.6% | -29.9% | +18.2% | -8.4% |
| 3M | -24.5% | -1.2% | -23.4% | -25.5% |
| 6M | -34.6% | +32.1% | -66.7% | -39.6% |
| YTD | -26.2% | +64.3% | -90.5% | -35.3% |
| 1Y | -20.1% | +24.3% | -44.4% | -27.7% |
| All | -20.1% | +24.7% | -44.8% | -27.7% |
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