+323.6%
KGC vs SOXQ
+290.2%
+33.4%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.1% |
| 7D | -0.1% | +5.2% | -5.3% | -1.8% |
| 30D | +10.5% | -0.5% | +11.0% | +10.5% |
| 3M | +19.8% | -5.6% | +25.4% | +20.7% |
| 6M | -6.7% | +53.0% | -59.7% | -19.9% |
| YTD | +7.8% | +68.8% | -61.0% | -10.2% |
| 1Y | +35.7% | +105.7% | -70.1% | +6.6% |
| 3Y | +553.7% | +240.5% | +313.2% | +322.0% |
| 5Y | +461.7% | +266.8% | +194.9% | +218.9% |
| All | +323.6% | +290.2% | +33.4% | +132.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling