+314.8%
KGC vs THC
+425.2%
-110.4%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.1% | -1.5% | -3.2% |
| 7D | -4.1% | +0.1% | -4.2% | -4.1% |
| 30D | -11.6% | +7.5% | -19.1% | -12.7% |
| 3M | -24.5% | +7.5% | -32.1% | -25.5% |
| 6M | -34.6% | +46.4% | -81.0% | -38.5% |
| YTD | -26.2% | +44.4% | -70.5% | -30.9% |
| 1Y | -20.1% | +43.4% | -63.6% | -25.3% |
| All | +314.8% | +425.2% | -110.4% | +227.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling