+222.0%
KGC vs SIRI
-41.4%
+263.4%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.2% |
| 7D | -6.7% | -1.7% | -5.0% | -6.5% |
| 30D | -6.7% | +21.1% | -27.8% | -8.4% |
| 3M | -22.6% | +14.7% | -37.3% | -23.6% |
| 6M | -33.4% | +22.9% | -56.4% | -34.8% |
| YTD | -26.0% | +65.7% | -91.7% | -29.5% |
| 1Y | -18.3% | +53.5% | -71.8% | -21.6% |
| 3Y | +315.8% | -23.0% | +338.8% | +319.7% |
| All | +222.0% | -41.4% | +263.4% | +268.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling