+463.0%
KGC vs THC
+250.3%
+212.7%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.6% | -2.9% | -2.4% |
| 7D | -1.3% | -0.7% | -0.6% | -1.2% |
| 30D | +20.3% | +1.3% | +19.0% | +20.0% |
| 3M | +8.1% | +64.2% | -56.2% | -0.8% |
| 6M | -8.8% | +8.3% | -17.0% | -10.6% |
| YTD | +10.1% | +33.4% | -23.3% | +3.8% |
| 1Y | +44.2% | +37.7% | +6.5% | +34.8% |
| 3Y | +533.0% | +236.8% | +296.2% | +395.1% |
| All | +463.0% | +250.3% | +212.7% | +318.5% |
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