-34.6%
KGC vs SPXU
-7.7%
-26.9%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.6% | -2.9% |
| 7D | -4.1% | -9.4% | +5.3% | -9.2% |
| 30D | -11.6% | +7.4% | -19.1% | -5.8% |
| 3M | -24.5% | +6.2% | -30.7% | -19.7% |
| 6M | -34.6% | -7.2% | -27.3% | -35.4% |
| All | -34.6% | -7.7% | -26.9% | -35.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling