+419.6%
KGC vs S
-57.8%
+477.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.3% | -0.1% | -2.1% |
| 7D | +2.4% | -5.8% | +8.3% | +2.9% |
| 30D | +9.2% | -9.2% | +18.4% | +9.8% |
| 3M | +16.7% | +23.4% | -6.6% | +14.2% |
| 6M | -7.0% | +36.9% | -43.9% | -10.2% |
| YTD | +7.5% | +29.5% | -22.0% | +4.1% |
| 1Y | +34.4% | +5.4% | +28.9% | +32.3% |
| 3Y | +552.0% | +14.7% | +537.3% | +527.9% |
| 5Y | +454.5% | -71.5% | +526.1% | +453.1% |
| All | +419.6% | -57.8% | +477.3% | +418.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling