+568.9%
KGC vs SBAC
+103.9%
+465.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.6% | -6.3% | -5.9% |
| 7D | +8.0% | +3.6% | +4.4% | +7.0% |
| 30D | -9.3% | +4.9% | -14.2% | -10.6% |
| 3M | -21.3% | +6.5% | -27.8% | -22.7% |
| 6M | -31.5% | -11.1% | -20.4% | -29.8% |
| YTD | -23.2% | +0.9% | -24.2% | -24.7% |
| 1Y | -15.0% | -1.6% | -13.5% | -16.1% |
| 3Y | +328.7% | -7.0% | +335.7% | +326.1% |
| 5Y | +262.9% | -39.2% | +302.1% | +302.5% |
| 10Y | +568.9% | +111.4% | +457.5% | +550.1% |
| All | +568.9% | +103.9% | +465.0% | +550.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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