+432.0%
KGC vs S
-56.8%
+488.8%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.3% |
| 7D | -1.3% | -7.7% | +6.4% | -0.7% |
| 30D | +20.3% | -5.3% | +25.6% | +20.5% |
| 3M | +8.1% | +20.3% | -12.2% | +6.0% |
| 6M | -8.8% | +47.4% | -56.1% | -12.5% |
| YTD | +10.1% | +32.5% | -22.5% | +6.4% |
| 1Y | +44.2% | +9.5% | +34.7% | +41.5% |
| 3Y | +533.0% | +15.5% | +517.5% | +509.2% |
| 5Y | +443.0% | -71.2% | +514.2% | +440.7% |
| All | +432.0% | -56.8% | +488.8% | +429.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling