+1,496.9%
KGC vs P
+485.4%
+1,011.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.4% | -3.7% | -2.4% |
| 7D | -1.3% | +6.5% | -7.8% | -1.9% |
| 30D | +20.3% | +18.8% | +1.4% | +17.8% |
| 3M | +8.1% | +26.7% | -18.7% | +5.0% |
| 6M | -8.8% | +62.2% | -70.9% | -13.7% |
| YTD | +10.1% | +48.5% | -38.4% | +4.7% |
| 1Y | +44.2% | +26.4% | +17.8% | +38.5% |
| 3Y | +533.0% | +159.4% | +373.6% | +461.9% |
| 5Y | +443.0% | +275.8% | +167.2% | +366.3% |
| 10Y | +678.6% | +732.0% | -53.5% | +542.5% |
| All | +1,496.9% | +485.4% | +1,011.6% | +1,285.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling