+708.0%
KGC vs TECH
+179.8%
+528.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.2% | -2.3% |
| 7D | +2.4% | +0.2% | +2.3% | +2.4% |
| 30D | +9.2% | +0.1% | +9.1% | +9.2% |
| 3M | +16.7% | +37.5% | -20.7% | +11.3% |
| 6M | -7.0% | +34.6% | -41.6% | -11.7% |
| YTD | +7.5% | +23.5% | -16.0% | +3.2% |
| 1Y | +34.4% | +34.4% | 0.0% | +27.1% |
| 3Y | +552.0% | +2.3% | +549.7% | +533.0% |
| 5Y | +454.5% | -41.7% | +496.2% | +466.5% |
| All | +708.0% | +179.8% | +528.2% | +843.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling