+527.8%
KGC vs THC
+1,421.6%
-893.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.1% | +4.1% | +3.1% |
| 7D | +10.5% | +3.7% | +6.8% | +10.2% |
| 30D | -4.1% | +9.0% | -13.1% | -4.6% |
| 3M | -13.1% | +10.4% | -23.5% | -13.6% |
| 6M | -27.5% | +45.7% | -73.2% | -29.3% |
| YTD | -20.7% | +42.6% | -63.3% | -22.7% |
| 1Y | -6.1% | +38.8% | -44.8% | -8.3% |
| 3Y | +318.6% | +418.8% | -100.2% | +280.6% |
| 5Y | +289.9% | +275.7% | +14.3% | +255.5% |
| All | +527.8% | +1,421.6% | -893.8% | +463.9% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 10y: compounded portfolio wealth divided by compounded THC 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…
10y analysis · Full analysis span regression · 6 months rolling