+490.0%
KGC vs SIMO
+3,332.4%
-2,842.4%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +8.7% | -11.0% | -3.3% |
| 7D | -1.3% | +4.2% | -5.5% | -1.8% |
| 30D | +20.3% | +4.1% | +16.2% | +19.1% |
| 3M | +8.1% | -12.9% | +21.0% | +8.3% |
| 6M | -8.8% | +110.3% | -119.1% | -19.3% |
| YTD | +10.1% | +178.6% | -168.5% | -6.5% |
| 1Y | +44.2% | +220.0% | -175.8% | +20.2% |
| 3Y | +533.0% | +409.0% | +124.0% | +391.3% |
| 5Y | +443.0% | +277.3% | +165.7% | +326.2% |
| 10Y | +678.6% | +506.6% | +171.9% | +451.5% |
| All | +490.0% | +3,332.4% | -2,842.4% | +158.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling