+346.4%
KGC vs SONY
+516.6%
-170.2%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.2% | +1.9% | -1.6% |
| 7D | +2.4% | -5.2% | +7.6% | +3.4% |
| 30D | +9.2% | +0.3% | +8.9% | +9.1% |
| 3M | +16.7% | +6.2% | +10.5% | +15.2% |
| 6M | -7.0% | +9.5% | -16.5% | -8.7% |
| YTD | +7.5% | -8.1% | +15.6% | +8.8% |
| 1Y | +34.4% | -17.9% | +52.3% | +38.5% |
| 3Y | +552.0% | +41.5% | +510.5% | +505.8% |
| 5Y | +454.5% | +11.8% | +442.7% | +432.3% |
| 10Y | +658.7% | +275.4% | +383.3% | +490.2% |
| All | +346.4% | +516.6% | -170.2% | +207.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling