+710.2%
KGC vs TECH
+179.6%
+530.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.3% | +0.3% |
| 7D | -0.1% | -0.1% | 0.0% | -0.1% |
| 30D | +10.5% | +0.3% | +10.2% | +10.4% |
| 3M | +19.8% | +32.9% | -13.1% | +14.8% |
| 6M | -6.7% | +32.1% | -38.7% | -11.2% |
| YTD | +7.8% | +23.4% | -15.6% | +3.5% |
| 1Y | +35.7% | +34.1% | +1.6% | +28.4% |
| 3Y | +553.7% | +2.2% | +551.5% | +534.8% |
| 5Y | +461.7% | -41.8% | +503.5% | +473.9% |
| 10Y | +710.2% | +188.9% | +521.3% | +846.0% |
| All | +710.2% | +179.6% | +530.6% | +846.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded TECH 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling