+278.5%
KGC vs PL
+11.6%
+267.0%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -10.1% | +10.9% | +1.9% |
| 7D | 0.0% | -20.5% | +20.5% | +2.4% |
| 30D | -9.3% | -38.8% | +29.4% | -4.3% |
| 3M | -15.9% | -49.1% | +33.2% | -9.6% |
| 6M | -24.9% | -69.4% | +44.5% | -15.2% |
| YTD | -23.0% | -42.3% | +19.3% | -20.0% |
| 1Y | -9.9% | -14.2% | +4.2% | -10.8% |
| 3Y | +301.2% | +398.7% | -97.4% | +204.1% |
| 5Y | +278.5% | +11.1% | +267.4% | +254.0% |
| All | +278.5% | +11.6% | +267.0% | +254.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling