+538.5%
KGC vs PAAS
+178.0%
+360.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.9% | -0.1% | +0.7% |
| 7D | +11.1% | +8.8% | +2.3% | +4.6% |
| 30D | -3.7% | -8.5% | +4.7% | +2.7% |
| 3M | -17.2% | -17.0% | -0.2% | -5.6% |
| 6M | -27.3% | -27.9% | +0.6% | -8.1% |
| YTD | -18.5% | -17.5% | -1.1% | -7.0% |
| 1Y | -5.7% | +22.8% | -28.5% | -19.3% |
| 3Y | +336.5% | +224.2% | +112.2% | +80.2% |
| 5Y | +298.7% | +73.6% | +225.1% | +145.2% |
| 10Y | +538.5% | +186.4% | +352.2% | +138.6% |
| All | +538.5% | +178.0% | +360.6% | +138.6% |
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