+25.7%
KGC vs SOXQ
+98.3%
-72.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | -0.1% |
| 7D | -5.6% | +0.8% | -6.4% | -5.9% |
| 30D | +6.1% | -4.6% | +10.7% | +8.3% |
| 3M | +17.3% | -10.2% | +27.5% | +20.7% |
| 6M | -10.3% | +49.7% | -60.0% | -32.3% |
| YTD | +3.9% | +67.2% | -63.4% | -25.6% |
| 1Y | +25.7% | +98.0% | -72.3% | -15.0% |
| All | +25.7% | +98.3% | -72.6% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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