+44.2%
KGC vs S
+10.1%
+34.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.3% |
| 7D | -1.3% | -7.7% | +6.4% | -1.4% |
| 30D | +20.3% | -5.3% | +25.6% | +20.0% |
| 3M | +8.1% | +20.3% | -12.2% | +7.9% |
| 6M | -8.8% | +47.4% | -56.1% | -8.6% |
| YTD | +10.1% | +32.5% | -22.5% | +10.8% |
| 1Y | +44.2% | +9.5% | +34.7% | +47.2% |
| All | +44.2% | +10.1% | +34.1% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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