+476.4%
KGC vs SONY
+8.4%
+468.0%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.4% |
| 7D | -0.1% | -4.9% | +4.8% | +1.6% |
| 30D | +10.5% | -1.6% | +12.1% | +11.0% |
| 3M | +19.8% | +10.0% | +9.8% | +15.4% |
| 6M | -6.7% | +8.4% | -15.1% | -9.8% |
| YTD | +7.8% | -8.4% | +16.2% | +10.0% |
| 1Y | +35.7% | -18.4% | +54.0% | +43.3% |
| 3Y | +553.7% | +41.0% | +512.7% | +454.1% |
| All | +476.4% | +8.4% | +468.0% | +416.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 5y: compounded portfolio wealth divided by compounded SONY 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…
5y analysis · Full analysis span regression · 6 months rolling