+123.2%
KGC vs SIRI
-17.9%
+141.1%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.7% | -2.3% |
| 7D | +2.4% | +4.3% | -1.8% | +2.3% |
| 30D | +9.2% | -2.8% | +12.1% | +9.3% |
| 3M | +16.7% | +5.9% | +10.8% | +16.5% |
| 6M | -7.0% | +31.9% | -38.9% | -7.9% |
| YTD | +7.5% | +48.7% | -41.2% | +6.0% |
| 1Y | +34.4% | +23.2% | +11.1% | +33.3% |
| 3Y | +552.0% | -23.9% | +575.8% | +552.4% |
| 5Y | +454.5% | -43.4% | +497.9% | +457.5% |
| 10Y | +658.7% | -13.6% | +672.3% | +650.3% |
| All | +123.2% | -17.9% | +141.1% | +104.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling