+538.5%
KGC vs SUI
+118.5%
+420.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | +11.1% | +3.0% | +8.1% | +10.4% |
| 30D | -3.7% | +5.6% | -9.3% | -5.1% |
| 3M | -17.2% | +0.9% | -18.1% | -17.5% |
| 6M | -27.3% | -2.6% | -24.7% | -27.1% |
| YTD | -18.5% | -0.1% | -18.4% | -18.9% |
| 1Y | -5.7% | -1.4% | -4.3% | -5.8% |
| 3Y | +336.5% | +19.8% | +316.7% | +311.0% |
| 5Y | +298.7% | -25.8% | +324.5% | +310.3% |
| 10Y | +538.5% | +118.1% | +420.4% | +423.6% |
| All | +538.5% | +118.5% | +420.0% | +423.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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