-4.3%
KGC vs SIMO
+94.5%
-98.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -9.6% | +17.1% | +8.1% |
| 7D | -6.8% | -16.9% | +10.1% | -5.6% |
| 30D | -9.2% | -35.4% | +26.2% | -6.4% |
| 3M | -9.1% | -31.9% | +22.8% | -7.0% |
| 6M | -25.7% | -19.3% | -6.3% | -25.0% |
| YTD | -23.6% | +98.5% | -122.1% | -36.4% |
| 1Y | -4.3% | +100.5% | -104.8% | -21.4% |
| All | -4.3% | +94.5% | -98.8% | -21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 1y: compounded portfolio wealth divided by compounded SIMO 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…
1y analysis · Full analysis span regression · 6 months rolling