+217.8%
KGC vs TECH
+101,570.6%
-101,352.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +0.2% | +0.1% | +0.1% | +0.2% |
| 30D | -8.8% | +0.3% | -9.2% | -8.9% |
| 3M | -21.1% | +1.0% | -22.1% | -21.1% |
| 6M | -32.3% | +54.0% | -86.3% | -34.9% |
| YTD | -23.5% | +24.3% | -47.8% | -25.3% |
| 1Y | -15.0% | +23.7% | -38.7% | -17.0% |
| 3Y | +327.5% | +28.5% | +299.1% | +311.5% |
| 5Y | +244.3% | -41.2% | +285.5% | +250.5% |
| 10Y | +634.8% | +189.2% | +445.6% | +561.3% |
| All | +217.8% | +101,570.6% | -101,352.8% | +149.5% |
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