+206.6%
KGC vs SMTC
+50,861.1%
-50,654.5%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.6% | +1.1% | -3.3% |
| 7D | -4.1% | +30.5% | -34.6% | -5.2% |
| 30D | -11.6% | -30.9% | +19.2% | -10.5% |
| 3M | -24.5% | -14.7% | -9.8% | -24.5% |
| 6M | -34.6% | -9.6% | -25.0% | -34.8% |
| YTD | -26.2% | +62.1% | -88.2% | -28.3% |
| 1Y | -20.1% | +66.6% | -86.7% | -22.5% |
| 3Y | +312.4% | +718.1% | -405.7% | +273.4% |
| 5Y | +224.9% | +32.8% | +192.1% | +207.9% |
| 10Y | +608.7% | +354.1% | +254.6% | +546.0% |
| All | +206.6% | +50,861.1% | -50,654.5% | +126.7% |
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