+34.4%
KGC vs SIMO
+235.9%
-201.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +6.2% | -8.5% | -2.7% |
| 7D | +2.4% | +14.6% | -12.2% | +1.4% |
| 30D | +9.2% | +6.2% | +3.0% | +8.6% |
| 3M | +16.7% | +3.6% | +13.2% | +15.3% |
| 6M | -7.0% | +130.8% | -137.8% | -16.9% |
| YTD | +7.5% | +195.8% | -188.3% | -11.8% |
| 1Y | +34.4% | +225.0% | -190.7% | +7.9% |
| All | +34.4% | +235.9% | -201.5% | +7.9% |
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