+570.3%
KGC vs TECH
-2.1%
+572.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -1.3% | +0.1% | -1.4% | -1.3% |
| 30D | +20.3% | +0.7% | +19.6% | +20.2% |
| 3M | +8.1% | +36.3% | -28.3% | +3.9% |
| 6M | -8.8% | +25.6% | -34.3% | -11.9% |
| YTD | +10.1% | +23.7% | -13.6% | +6.4% |
| 1Y | +44.2% | +37.6% | +6.6% | +37.3% |
| All | +570.3% | -2.1% | +572.4% | +607.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling