+526.0%
KGC vs SSNC
+49.3%
+476.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.4% |
| 7D | -5.6% | -4.0% | -1.6% | -4.9% |
| 30D | +6.1% | +0.5% | +5.6% | +6.1% |
| 3M | +17.3% | +18.9% | -1.6% | +13.5% |
| 6M | -10.3% | +10.8% | -21.1% | -12.1% |
| YTD | +3.9% | -7.1% | +11.0% | +5.9% |
| 1Y | +25.7% | -9.6% | +35.3% | +29.6% |
| 3Y | +526.0% | +51.1% | +474.9% | +449.9% |
| All | +526.0% | +49.3% | +476.7% | +449.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling