+29.7%
KGC vs SCCO
+33,989.4%
-33,959.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.1% |
| 7D | -1.3% | -5.3% | +4.0% | +1.0% |
| 30D | +20.3% | +2.7% | +17.6% | +19.1% |
| 3M | +8.1% | +4.2% | +3.9% | +6.3% |
| 6M | -8.8% | -0.6% | -8.1% | -8.5% |
| YTD | +10.1% | +45.0% | -34.9% | -5.5% |
| 1Y | +44.2% | +109.3% | -65.1% | +6.5% |
| 3Y | +533.0% | +180.8% | +352.2% | +303.7% |
| 5Y | +443.0% | +314.3% | +128.7% | +192.2% |
| 10Y | +678.6% | +1,083.3% | -404.8% | +147.5% |
| All | +29.7% | +33,989.4% | -33,959.7% | -82.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling