+44.2%
KGC vs SIRI
+28.3%
+15.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.6% | +0.3% | -1.8% |
| 7D | -1.3% | +1.6% | -2.9% | -1.6% |
| 30D | +20.3% | -4.7% | +25.0% | +21.1% |
| 3M | +8.1% | +5.3% | +2.8% | +6.8% |
| 6M | -8.8% | +30.5% | -39.3% | -11.3% |
| YTD | +10.1% | +49.6% | -39.6% | +5.6% |
| 1Y | +44.2% | +28.5% | +15.7% | +46.0% |
| All | +44.2% | +28.3% | +15.9% | +46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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