-4.3%
KGC vs SN
+156.5%
-160.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +4.1% | +3.4% | +6.2% |
| 7D | -6.8% | +10.6% | -17.4% | -9.6% |
| 30D | -9.2% | +20.0% | -29.2% | -14.1% |
| 3M | -9.1% | +30.4% | -39.5% | -16.7% |
| 6M | -25.7% | +91.0% | -116.6% | -41.4% |
| YTD | -23.6% | +95.9% | -119.6% | -42.8% |
| 1Y | -4.3% | +158.9% | -163.2% | -33.8% |
| All | -4.3% | +156.5% | -160.8% | -33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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