+357.0%
KGC vs SMTC
+62,999.7%
-62,642.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +9.2% | -11.5% | -2.7% |
| 7D | -1.3% | +12.7% | -14.0% | -1.8% |
| 30D | +20.3% | +22.0% | -1.7% | +19.1% |
| 3M | +8.1% | -12.7% | +20.8% | +8.2% |
| 6M | -8.8% | +64.8% | -73.5% | -11.1% |
| YTD | +10.1% | +100.7% | -90.6% | +6.4% |
| 1Y | +44.2% | +146.9% | -102.7% | +38.3% |
| 3Y | +533.0% | +456.8% | +76.2% | +480.2% |
| 5Y | +443.0% | +89.2% | +353.8% | +410.3% |
| 10Y | +678.6% | +426.9% | +251.7% | +607.4% |
| All | +357.0% | +62,999.7% | -62,642.7% | +236.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling