+222.0%
KGC vs THC
+258.4%
-36.4%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -6.7% | +1.0% | -7.6% | -6.8% |
| 30D | -6.7% | +5.3% | -12.0% | -7.6% |
| 3M | -22.6% | +7.1% | -29.7% | -23.6% |
| 6M | -33.4% | +46.0% | -79.5% | -38.0% |
| YTD | -26.0% | +43.9% | -69.9% | -31.3% |
| 1Y | -18.3% | +45.4% | -63.7% | -24.4% |
| 3Y | +315.8% | +421.3% | -105.5% | +196.1% |
| All | +222.0% | +258.4% | -36.4% | +139.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling