+318.6%
KGC vs PL
+455.3%
-136.7%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +10.4% | -7.4% | +1.9% |
| 7D | +10.5% | -6.8% | +17.3% | +11.1% |
| 30D | -4.1% | -29.3% | +25.2% | -0.5% |
| 3M | -13.1% | -44.8% | +31.7% | -7.6% |
| 6M | -27.5% | -68.4% | +40.8% | -18.8% |
| YTD | -20.7% | -36.4% | +15.6% | -18.1% |
| 1Y | -6.1% | +0.7% | -6.8% | -7.6% |
| 3Y | +318.6% | +455.3% | -136.7% | +225.6% |
| All | +318.6% | +455.3% | -136.7% | +225.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 3y: compounded portfolio wealth divided by compounded PL 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…
3y analysis · Full analysis span regression · 6 months rolling