+222.0%
KGC vs SPXS
-100.0%
+322.0%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.3% | -3.6% | -2.0% |
| 7D | -1.3% | -0.1% | -1.2% | -1.2% |
| 30D | +20.3% | +0.8% | +19.5% | +20.6% |
| 3M | +8.1% | -4.7% | +12.8% | +8.0% |
| 6M | -8.8% | -29.6% | +20.9% | -13.1% |
| YTD | +10.1% | -29.8% | +39.9% | +5.0% |
| 1Y | +44.2% | -38.9% | +83.2% | +34.9% |
| 3Y | +533.0% | -79.6% | +612.6% | +409.3% |
| 5Y | +443.0% | -85.9% | +528.9% | +342.0% |
| 10Y | +678.6% | -99.5% | +778.1% | +294.2% |
| All | +222.0% | -100.0% | +322.0% | -35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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