+318.6%
KGC vs SN
+397.9%
-79.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.7% | +0.3% | +2.5% |
| 7D | +10.5% | +7.2% | +3.3% | +9.2% |
| 30D | -4.1% | +20.4% | -24.4% | -7.2% |
| 3M | -13.1% | +23.9% | -37.0% | -16.5% |
| 6M | -27.5% | +93.0% | -120.6% | -35.9% |
| YTD | -20.7% | +99.2% | -119.9% | -30.7% |
| 1Y | -6.1% | +142.6% | -148.7% | -20.0% |
| 3Y | +318.6% | +398.8% | -80.2% | +163.5% |
| All | +318.6% | +397.9% | -79.3% | +163.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling