+527.8%
KGC vs PAAS
+192.1%
+335.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.5% | +1.6% | +2.0% |
| 7D | +10.5% | +8.4% | +2.1% | +4.3% |
| 30D | -4.1% | -7.2% | +3.1% | +1.3% |
| 3M | -13.1% | -14.0% | +0.9% | -3.2% |
| 6M | -27.5% | -26.8% | -0.8% | -9.4% |
| YTD | -20.7% | -19.8% | -0.9% | -7.6% |
| 1Y | -6.1% | +22.8% | -28.9% | -19.6% |
| 3Y | +318.6% | +183.6% | +135.0% | +89.3% |
| 5Y | +289.9% | +73.8% | +216.1% | +139.6% |
| All | +527.8% | +192.1% | +335.7% | +133.3% |
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