+445.9%
KGC vs TDY
+39.0%
+406.9%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | +0.1% |
| 7D | -5.6% | -1.1% | -4.5% | -5.2% |
| 30D | +6.1% | -12.0% | +18.2% | +12.4% |
| 3M | +17.3% | -3.2% | +20.5% | +18.6% |
| 6M | -10.3% | -7.9% | -2.4% | -7.0% |
| YTD | +3.9% | +18.2% | -14.4% | -3.3% |
| 1Y | +25.7% | +6.7% | +19.1% | +22.1% |
| 3Y | +526.0% | +47.5% | +478.4% | +417.0% |
| All | +445.9% | +39.0% | +406.9% | +354.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 TDY 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