+218.7%
KGC vs TECH
+101,598.5%
-101,379.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | 0.0% | -5.8% | -5.8% |
| 7D | +8.0% | +0.2% | +7.8% | +8.0% |
| 30D | -9.3% | +0.5% | -9.8% | -9.3% |
| 3M | -21.3% | +1.1% | -22.4% | -21.4% |
| 6M | -31.5% | +51.0% | -82.5% | -34.0% |
| YTD | -23.2% | +24.4% | -47.6% | -25.1% |
| 1Y | -15.0% | +27.4% | -42.5% | -17.3% |
| 3Y | +328.7% | +28.5% | +300.2% | +312.6% |
| 5Y | +262.9% | -40.9% | +303.8% | +269.3% |
| 10Y | +568.9% | +192.5% | +376.4% | +501.4% |
| All | +218.7% | +101,598.5% | -101,379.8% | +150.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling