+710.2%
KGC vs SAN
+329.5%
+380.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.5% |
| 7D | -0.1% | -0.5% | +0.4% | 0.0% |
| 30D | +10.5% | -0.1% | +10.5% | +10.5% |
| 3M | +19.8% | +19.6% | +0.1% | +16.0% |
| 6M | -6.7% | +32.7% | -39.4% | -11.0% |
| YTD | +7.8% | +26.7% | -18.9% | +3.3% |
| 1Y | +35.7% | +51.6% | -16.0% | +26.7% |
| 3Y | +553.7% | +348.7% | +205.0% | +423.5% |
| 5Y | +461.7% | +378.7% | +83.0% | +335.8% |
| 10Y | +710.2% | +336.9% | +373.2% | +449.8% |
| All | +710.2% | +329.5% | +380.6% | +449.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 SAN 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