+357.0%
KGC vs THC
+508.9%
-151.9%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.6% | -2.9% | -2.3% |
| 7D | -1.3% | -0.7% | -0.6% | -1.3% |
| 30D | +20.3% | +1.3% | +19.0% | +20.2% |
| 3M | +8.1% | +64.2% | -56.2% | +5.5% |
| 6M | -8.8% | +8.3% | -17.0% | -9.3% |
| YTD | +10.1% | +33.4% | -23.3% | +8.3% |
| 1Y | +44.2% | +37.7% | +6.5% | +41.6% |
| 3Y | +533.0% | +236.8% | +296.2% | +494.4% |
| 5Y | +443.0% | +249.3% | +193.7% | +404.9% |
| 10Y | +678.6% | +995.2% | -316.7% | +573.6% |
| All | +357.0% | +508.9% | -151.9% | +268.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling