+655.3%
KGC vs SPXU
-99.5%
+754.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.8% | -6.1% | -4.0% |
| 7D | -8.4% | +6.4% | -14.8% | -7.4% |
| 30D | +6.3% | +5.9% | +0.4% | +7.6% |
| 3M | +22.4% | -11.7% | +34.1% | +20.5% |
| 6M | -11.4% | -28.7% | +17.3% | -14.9% |
| YTD | +3.1% | -26.4% | +29.5% | -0.2% |
| 1Y | +26.6% | -35.2% | +61.8% | +20.7% |
| 3Y | +525.6% | -79.8% | +605.4% | +422.5% |
| 5Y | +451.7% | -86.1% | +537.7% | +361.6% |
| All | +655.3% | -99.5% | +754.9% | +435.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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