+1,022.0%
KGC vs QSR
+218.5%
+803.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.3% |
| 7D | -1.3% | +2.4% | -3.7% | -1.7% |
| 30D | +20.3% | +7.6% | +12.7% | +18.7% |
| 3M | +8.1% | +12.6% | -4.5% | +5.7% |
| 6M | -8.8% | +14.4% | -23.1% | -11.2% |
| YTD | +10.1% | +19.6% | -9.6% | +6.2% |
| 1Y | +44.2% | +33.9% | +10.3% | +36.2% |
| 3Y | +533.0% | +27.1% | +505.9% | +501.5% |
| 5Y | +443.0% | +48.5% | +394.5% | +401.6% |
| 10Y | +678.6% | +126.2% | +552.4% | +566.3% |
| All | +1,022.0% | +218.5% | +803.5% | +830.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling