+35.7%
KGC vs SMTC
+168.8%
-133.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.1% |
| 7D | -0.1% | +22.5% | -22.6% | -4.2% |
| 30D | +10.5% | +24.9% | -14.4% | +4.7% |
| 3M | +19.8% | +4.1% | +15.7% | +16.8% |
| 6M | -6.7% | +92.6% | -99.2% | -25.4% |
| YTD | +7.8% | +122.5% | -114.7% | -17.5% |
| 1Y | +35.7% | +166.2% | -130.6% | -0.6% |
| All | +35.7% | +168.8% | -133.1% | -0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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