+521.7%
KGC vs SIRI
-23.3%
+545.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.2% | -5.5% | -4.4% |
| 7D | -8.4% | -3.0% | -5.4% | -8.2% |
| 30D | +6.3% | +1.3% | +5.1% | +6.2% |
| 3M | +22.4% | +5.6% | +16.8% | +21.7% |
| 6M | -11.4% | +35.1% | -46.6% | -13.5% |
| YTD | +3.1% | +49.0% | -45.9% | -0.2% |
| 1Y | +26.6% | +26.8% | -0.1% | +24.0% |
| All | +521.7% | -23.3% | +545.0% | +542.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling