+262.9%
KGC vs SUI
-25.9%
+288.8%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.9% | -4.9% | -5.5% |
| 7D | +8.0% | +3.4% | +4.6% | +6.9% |
| 30D | -9.3% | +4.6% | -13.9% | -10.9% |
| 3M | -21.3% | +1.6% | -22.9% | -21.9% |
| 6M | -31.5% | -3.5% | -28.0% | -31.1% |
| YTD | -23.2% | -1.0% | -22.2% | -23.5% |
| 1Y | -15.0% | -1.7% | -13.3% | -15.1% |
| 3Y | +328.7% | +18.4% | +310.4% | +287.5% |
| 5Y | +262.9% | -26.3% | +289.2% | +285.8% |
| All | +262.9% | -25.9% | +288.8% | +285.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling