+655.3%
KGC vs UUUU
+495.2%
+160.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -6.3% | +2.0% | -3.2% |
| 7D | -8.4% | -5.0% | -3.4% | -7.6% |
| 30D | +6.3% | -7.8% | +14.1% | +7.7% |
| 3M | +22.4% | -0.4% | +22.9% | +22.0% |
| 6M | -11.4% | -32.9% | +21.5% | -6.4% |
| YTD | +3.1% | -6.3% | +9.4% | +2.6% |
| 1Y | +26.6% | +7.9% | +18.7% | +21.0% |
| 3Y | +525.6% | +85.2% | +440.4% | +423.2% |
| 5Y | +451.7% | +97.0% | +354.7% | +341.5% |
| All | +655.3% | +495.2% | +160.1% | +375.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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