+26.6%
KGC vs SSNC
-9.9%
+36.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -4.3% |
| 7D | -8.4% | -6.7% | -1.7% | -8.4% |
| 30D | +6.3% | -0.8% | +7.2% | +6.5% |
| 3M | +22.4% | +16.1% | +6.4% | +22.9% |
| 6M | -11.4% | +7.9% | -19.4% | -11.5% |
| YTD | +3.1% | -8.7% | +11.8% | +1.7% |
| 1Y | +26.6% | -9.5% | +36.1% | +33.4% |
| All | +26.6% | -9.9% | +36.5% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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