+454.5%
KGC vs TECH
-41.8%
+496.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +9.8% |
| 6M | -7.0% | +34.6% | -41.6% | -13.1% |
| YTD | +7.5% | +23.5% | -16.0% | +2.0% |
| 1Y | +34.4% | +34.4% | 0.0% | +24.8% |
| 3Y | +552.0% | +2.3% | +549.7% | +530.7% |
| 5Y | +454.5% | -41.7% | +496.2% | +485.8% |
| All | +454.5% | -41.8% | +496.3% | +485.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling