+25.7%
KGC vs SPXU
-36.3%
+62.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.1% | -0.7% |
| 7D | -5.6% | +2.5% | -8.1% | -4.2% |
| 30D | +6.1% | +4.2% | +2.0% | +9.1% |
| 3M | +17.3% | -9.3% | +26.6% | +12.4% |
| 6M | -10.3% | -30.7% | +20.4% | -22.6% |
| YTD | +3.9% | -28.1% | +32.0% | -8.8% |
| 1Y | +25.7% | -35.2% | +61.0% | +1.3% |
| All | +25.7% | -36.3% | +62.0% | +1.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling