+634.8%
KGC vs PAAS
+183.5%
+451.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | +0.7% |
| 7D | +0.2% | -5.2% | +5.4% | +4.1% |
| 30D | -8.8% | -13.9% | +5.1% | +1.7% |
| 3M | -21.1% | -23.8% | +2.7% | -4.3% |
| 6M | -32.3% | -36.4% | +4.1% | -6.4% |
| YTD | -23.5% | -23.4% | -0.1% | -7.8% |
| 1Y | -15.0% | +5.6% | -20.6% | -18.8% |
| 3Y | +327.5% | +209.7% | +117.8% | +83.3% |
| 5Y | +244.3% | +55.6% | +188.7% | +129.5% |
| 10Y | +634.8% | +212.2% | +422.5% | +168.6% |
| All | +634.8% | +183.5% | +451.2% | +168.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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