+549.6%
KGC vs QSR
+25.9%
+523.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +0.8% |
| 7D | -0.1% | -2.4% | +2.3% | +0.7% |
| 30D | +10.5% | +5.7% | +4.8% | +8.8% |
| 3M | +19.8% | +6.9% | +12.8% | +17.4% |
| 6M | -6.7% | +6.9% | -13.5% | -9.1% |
| YTD | +7.8% | +14.9% | -7.1% | +2.4% |
| 1Y | +35.7% | +29.1% | +6.6% | +23.4% |
| All | +549.6% | +25.9% | +523.7% | +481.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling