+710.2%
KGC vs STZ
-13.0%
+723.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.2% |
| 7D | -0.1% | -6.0% | +5.9% | +0.9% |
| 30D | +10.5% | -8.9% | +19.4% | +12.1% |
| 3M | +19.8% | -12.6% | +32.3% | +22.2% |
| 6M | -6.7% | -17.2% | +10.5% | -4.0% |
| YTD | +7.8% | -10.0% | +17.8% | +9.1% |
| 1Y | +35.7% | -14.3% | +50.0% | +38.2% |
| 3Y | +553.7% | -49.9% | +603.6% | +625.5% |
| 5Y | +461.7% | -38.2% | +499.9% | +503.1% |
| 10Y | +710.2% | -12.0% | +722.2% | +673.5% |
| All | +710.2% | -13.0% | +723.2% | +673.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 10y: compounded portfolio wealth divided by compounded STZ 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…
10y analysis · Full analysis span regression · 6 months rolling