-4.3%
KGC vs QID
-21.1%
+16.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.8% | +9.3% | +6.4% |
| 7D | -6.8% | +9.8% | -16.6% | -1.0% |
| 30D | -9.2% | +18.9% | -28.1% | +1.5% |
| 3M | -9.1% | +9.6% | -18.7% | -2.6% |
| 6M | -25.7% | -7.8% | -17.8% | -26.1% |
| YTD | -23.6% | -23.3% | -0.3% | -31.3% |
| 1Y | -4.3% | -22.0% | +17.7% | -11.4% |
| All | -4.3% | -21.1% | +16.8% | -11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 1y: compounded portfolio wealth divided by compounded QID 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…
1y analysis · Full analysis span regression · 6 months rolling