-4.3%
KGC vs VNQ
+14.0%
-18.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.2% | +4.3% | +4.6% |
| 7D | -6.8% | +6.8% | -13.6% | -11.9% |
| 30D | -9.2% | +10.0% | -19.1% | -16.5% |
| 3M | -9.1% | 0.0% | -9.1% | -9.2% |
| 6M | -25.7% | +4.5% | -30.1% | -28.9% |
| YTD | -23.6% | +13.9% | -37.6% | -32.1% |
| 1Y | -4.3% | +14.1% | -18.4% | -14.8% |
| All | -4.3% | +14.0% | -18.3% | -14.8% |
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