+461.7%
KGC vs SSNC
+15.9%
+445.8%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.6% | +0.6% |
| 7D | -0.1% | -3.9% | +3.8% | +1.0% |
| 30D | +10.5% | -0.2% | +10.7% | +10.6% |
| 3M | +19.8% | +15.9% | +3.9% | +14.8% |
| 6M | -6.7% | +7.5% | -14.1% | -8.8% |
| YTD | +7.8% | -8.2% | +16.0% | +10.0% |
| 1Y | +35.7% | -9.3% | +45.0% | +38.9% |
| 3Y | +553.7% | +48.5% | +505.2% | +450.1% |
| 5Y | +461.7% | +16.0% | +445.7% | +376.0% |
| All | +461.7% | +15.9% | +445.8% | +376.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling