+222.0%
KGC vs TECH
-41.0%
+263.0%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.2% | +0.2% |
| 7D | -6.7% | +0.1% | -6.8% | -6.7% |
| 30D | -6.7% | +0.5% | -7.2% | -6.7% |
| 3M | -22.6% | +1.1% | -23.7% | -22.7% |
| 6M | -33.4% | +62.8% | -96.3% | -39.4% |
| YTD | -26.0% | +24.5% | -50.4% | -29.9% |
| 1Y | -18.3% | +20.6% | -38.9% | -22.2% |
| 3Y | +315.8% | +29.5% | +286.3% | +274.6% |
| All | +222.0% | -41.0% | +263.0% | +256.9% |
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