+44.2%
KGC vs VNQ
+9.6%
+34.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -1.7% |
| 7D | -1.3% | -1.3% | 0.0% | -0.2% |
| 30D | +20.3% | -2.9% | +23.2% | +23.2% |
| 3M | +8.1% | +0.8% | +7.3% | +6.7% |
| 6M | -8.8% | +2.5% | -11.2% | -11.8% |
| YTD | +10.1% | +10.6% | -0.6% | +1.2% |
| 1Y | +44.2% | +9.1% | +35.1% | +32.2% |
| All | +44.2% | +9.6% | +34.7% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 1y: compounded portfolio wealth divided by compounded VNQ 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…
1y analysis · Full analysis span regression · 6 months rolling