+658.7%
KGC vs STT
+264.2%
+394.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.1% | -2.2% |
| 7D | +2.4% | +2.2% | +0.3% | +2.2% |
| 30D | +9.2% | +3.9% | +5.3% | +8.8% |
| 3M | +16.7% | +19.2% | -2.4% | +14.8% |
| 6M | -7.0% | +60.4% | -67.4% | -11.0% |
| YTD | +7.5% | +51.5% | -44.0% | +3.4% |
| 1Y | +34.4% | +76.3% | -41.9% | +27.7% |
| 3Y | +552.0% | +200.7% | +351.2% | +493.9% |
| 5Y | +454.5% | +157.5% | +297.1% | +401.6% |
| 10Y | +658.7% | +262.0% | +396.7% | +606.3% |
| All | +658.7% | +264.2% | +394.5% | +606.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded STT 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling