+588.7%
KGC vs REPL
+39.1%
+549.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.0% | -0.2% | +2.7% |
| 7D | +11.1% | +14.2% | -3.1% | +10.8% |
| 30D | -3.7% | +65.9% | -69.6% | -5.0% |
| 3M | -17.2% | +84.6% | -101.8% | -18.6% |
| 6M | -27.3% | +446.9% | -474.2% | -32.0% |
| YTD | -18.5% | +129.0% | -147.5% | -23.4% |
| 1Y | -5.7% | +167.9% | -173.6% | -11.8% |
| 3Y | +336.5% | +93.9% | +242.6% | +279.7% |
| 5Y | +298.7% | -33.0% | +331.7% | +260.2% |
| All | +588.7% | +39.1% | +549.6% | +494.0% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 10y: compounded portfolio wealth divided by compounded REPL 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…
10y analysis · Full analysis span regression · 6 months rolling