+445.9%
KGC vs SCCO
+303.5%
+142.4%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.9% |
| 7D | -5.6% | -2.7% | -3.0% | -4.4% |
| 30D | +6.1% | -0.7% | +6.9% | +6.3% |
| 3M | +17.3% | +8.1% | +9.2% | +11.8% |
| 6M | -10.3% | +4.1% | -14.4% | -12.9% |
| YTD | +3.9% | +41.1% | -37.3% | -14.5% |
| 1Y | +25.7% | +95.6% | -69.8% | -12.7% |
| 3Y | +526.0% | +179.3% | +346.7% | +238.9% |
| All | +445.9% | +303.5% | +142.4% | +124.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling