+660.5%
KGC vs SIRI
-10.2%
+670.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.6% |
| 7D | -5.6% | +0.6% | -6.2% | -5.7% |
| 30D | +6.1% | +2.5% | +3.6% | +5.9% |
| 3M | +17.3% | +6.6% | +10.7% | +16.4% |
| 6M | -10.3% | +32.9% | -43.2% | -13.0% |
| YTD | +3.9% | +50.5% | -46.6% | -0.8% |
| 1Y | +25.7% | +28.0% | -2.2% | +22.1% |
| 3Y | +526.0% | -22.4% | +548.4% | +528.5% |
| 5Y | +455.5% | -41.3% | +496.8% | +470.3% |
| All | +660.5% | -10.2% | +670.8% | +637.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling