+461.7%
KGC vs SPXU
-85.9%
+547.5%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.1% | +0.7% |
| 7D | -0.1% | +1.3% | -1.4% | +0.3% |
| 30D | +10.5% | +5.1% | +5.4% | +12.2% |
| 3M | +19.8% | -9.1% | +28.9% | +17.8% |
| 6M | -6.7% | -29.6% | +22.9% | -12.7% |
| YTD | +7.8% | -27.7% | +35.5% | +1.8% |
| 1Y | +35.7% | -37.0% | +72.6% | +25.0% |
| 3Y | +553.7% | -80.2% | +633.9% | +384.1% |
| 5Y | +461.7% | -86.0% | +547.7% | +312.7% |
| All | +461.7% | -85.9% | +547.5% | +312.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling