+660.5%
KGC vs SCCO
+1,104.1%
-443.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.8% |
| 7D | -5.6% | -2.7% | -3.0% | -4.7% |
| 30D | +6.1% | -0.7% | +6.9% | +6.4% |
| 3M | +17.3% | +8.1% | +9.2% | +13.4% |
| 6M | -10.3% | +4.1% | -14.4% | -11.9% |
| YTD | +3.9% | +41.1% | -37.3% | -9.5% |
| 1Y | +25.7% | +95.6% | -69.8% | -3.2% |
| 3Y | +526.0% | +179.3% | +346.7% | +313.0% |
| 5Y | +455.5% | +308.3% | +147.2% | +217.1% |
| All | +660.5% | +1,104.1% | -443.5% | +224.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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