-27.5%
KGC vs SIMO
-29.1%
+1.5%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.2% | -1.1% | +2.7% |
| 7D | +10.5% | -22.0% | +32.5% | +12.3% |
| 30D | -4.1% | -43.0% | +39.0% | +0.2% |
| 3M | -13.1% | -39.1% | +26.1% | -9.8% |
| 6M | -27.5% | -33.3% | +5.7% | -26.7% |
| All | -27.5% | -29.1% | +1.5% | -26.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling