+995.9%
KGC vs QSR
+211.0%
+784.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | 0.0% | -1.9% |
| 7D | +2.4% | +0.1% | +2.4% | +2.5% |
| 30D | +9.2% | +5.9% | +3.3% | +8.1% |
| 3M | +16.7% | +10.5% | +6.3% | +14.6% |
| 6M | -7.0% | +7.7% | -14.7% | -8.5% |
| YTD | +7.5% | +16.8% | -9.3% | +4.2% |
| 1Y | +34.4% | +30.9% | +3.5% | +27.5% |
| 3Y | +552.0% | +28.2% | +523.8% | +519.1% |
| 5Y | +454.5% | +45.0% | +409.5% | +414.6% |
| 10Y | +658.7% | +127.3% | +531.4% | +550.9% |
| All | +995.9% | +211.0% | +784.9% | +812.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded QSR 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling