+634.8%
KGC vs THC
+1,879.5%
-1,244.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.3% |
| 7D | +0.2% | +0.2% | 0.0% | +0.2% |
| 30D | -8.8% | +9.0% | -17.8% | -9.4% |
| 3M | -21.1% | +12.9% | -34.0% | -21.7% |
| 6M | -32.3% | +52.8% | -85.2% | -34.2% |
| YTD | -23.5% | +47.4% | -70.9% | -25.6% |
| 1Y | -15.0% | +47.7% | -62.7% | -17.3% |
| 3Y | +327.5% | +444.7% | -117.1% | +286.8% |
| 5Y | +244.3% | +269.3% | -25.0% | +212.7% |
| 10Y | +634.8% | +1,913.5% | -1,278.8% | +553.4% |
| All | +634.8% | +1,879.5% | -1,244.8% | +553.4% |
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