-18.3%
KGC vs S
+30.9%
-49.2%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.2% |
| 7D | -6.7% | +2.0% | -8.6% | -6.6% |
| 30D | -6.7% | -2.7% | -3.9% | -6.6% |
| 3M | -22.6% | -6.9% | -15.7% | -22.1% |
| 6M | -33.4% | +38.1% | -71.5% | -32.8% |
| YTD | -26.0% | +48.0% | -74.0% | -24.6% |
| 1Y | -18.3% | +34.5% | -52.8% | -16.8% |
| All | -18.3% | +30.9% | -49.2% | -16.8% |
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