+555.2%
KGC vs SUI
+12.1%
+543.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -1.9% | -2.2% |
| 7D | -1.3% | -2.8% | +1.6% | -0.6% |
| 30D | +20.3% | -1.2% | +21.5% | +20.6% |
| 3M | +8.1% | -1.7% | +9.8% | +8.2% |
| 6M | -8.8% | -10.5% | +1.7% | -6.4% |
| YTD | +10.1% | -1.8% | +11.9% | +10.3% |
| 1Y | +44.2% | -4.1% | +48.3% | +45.2% |
| All | +555.2% | +12.1% | +543.1% | +538.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling