+219.6%
KGC vs SUI
+4,171.7%
-3,952.1%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.7% |
| 7D | 0.0% | +8.8% | -8.8% | -1.5% |
| 30D | -9.3% | +8.9% | -18.3% | -10.8% |
| 3M | -15.9% | +2.0% | -17.9% | -16.3% |
| 6M | -24.9% | -0.6% | -24.2% | -25.0% |
| YTD | -23.0% | +1.3% | -24.4% | -23.5% |
| 1Y | -9.9% | +1.3% | -11.2% | -10.4% |
| 3Y | +301.2% | +16.3% | +285.0% | +286.1% |
| 5Y | +278.5% | -25.1% | +303.6% | +290.8% |
| 10Y | +484.3% | +121.1% | +363.2% | +395.3% |
| All | +219.6% | +4,171.7% | -3,952.1% | +121.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling