+165.5%
KGC vs UUUU
-91.9%
+257.4%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.4% | -2.4% |
| 7D | +2.4% | +2.8% | -0.4% | +2.1% |
| 30D | +9.2% | +3.4% | +5.8% | +8.7% |
| 3M | +16.7% | -3.9% | +20.6% | +16.9% |
| 6M | -7.0% | -23.2% | +16.2% | -4.9% |
| YTD | +7.5% | +0.6% | +6.9% | +6.3% |
| 1Y | +34.4% | +22.9% | +11.5% | +28.6% |
| 3Y | +552.0% | +98.6% | +453.3% | +478.0% |
| 5Y | +454.5% | +130.2% | +324.3% | +372.3% |
| 10Y | +658.7% | +519.5% | +139.2% | +441.8% |
| All | +165.5% | -91.9% | +257.4% | +125.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling