+710.2%
KGC vs SPG
+59.6%
+650.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.7% | +0.5% |
| 7D | -0.1% | -1.7% | +1.6% | 0.0% |
| 30D | +10.5% | -6.3% | +16.7% | +11.1% |
| 3M | +19.8% | -2.4% | +22.2% | +20.0% |
| 6M | -6.7% | +9.6% | -16.3% | -7.5% |
| YTD | +7.8% | +14.2% | -6.4% | +6.4% |
| 1Y | +35.7% | +19.3% | +16.4% | +33.4% |
| 3Y | +553.7% | +106.7% | +447.0% | +515.9% |
| 5Y | +461.7% | +104.2% | +357.5% | +426.6% |
| 10Y | +710.2% | +63.7% | +646.5% | +866.3% |
| All | +710.2% | +59.6% | +650.6% | +866.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 10y: compounded portfolio wealth divided by compounded SPG 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…
10y analysis · Full analysis span regression · 6 months rolling