+521.7%
KGC vs VNQ
+29.8%
+491.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -3.7% |
| 7D | -8.4% | -2.6% | -5.8% | -6.8% |
| 30D | +6.3% | -2.3% | +8.7% | +8.1% |
| 3M | +22.4% | -2.8% | +25.2% | +24.6% |
| 6M | -11.4% | +2.5% | -13.9% | -12.8% |
| YTD | +3.1% | +8.4% | -5.3% | -2.1% |
| 1Y | +26.6% | +6.8% | +19.8% | +21.4% |
| All | +521.7% | +29.8% | +491.9% | +450.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling