+25.5%
KGC vs SPXU
-100.0%
+125.5%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | +0.5% |
| 7D | -6.7% | -7.6% | +0.9% | -8.0% |
| 30D | -6.7% | +5.3% | -12.0% | -5.2% |
| 3M | -22.6% | +9.6% | -32.2% | -20.5% |
| 6M | -33.4% | -4.5% | -28.9% | -32.8% |
| YTD | -26.0% | -25.9% | -0.1% | -28.1% |
| 1Y | -18.3% | -28.9% | +10.6% | -21.0% |
| 3Y | +315.8% | -80.5% | +396.3% | +234.9% |
| 5Y | +225.7% | -83.4% | +309.1% | +174.9% |
| 10Y | +610.5% | -99.5% | +709.9% | +272.7% |
| All | +25.5% | -100.0% | +125.5% | -74.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling