+445.9%
KGC vs VNQ
+7.0%
+438.9%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.2% |
| 7D | -5.6% | -1.3% | -4.4% | -4.8% |
| 30D | +6.1% | -2.6% | +8.7% | +8.2% |
| 3M | +17.3% | -2.0% | +19.4% | +18.9% |
| 6M | -10.3% | +4.3% | -14.6% | -12.7% |
| YTD | +3.9% | +9.2% | -5.4% | -2.2% |
| 1Y | +25.7% | +5.6% | +20.1% | +21.1% |
| 3Y | +526.0% | +30.8% | +495.1% | +415.2% |
| All | +445.9% | +7.0% | +438.9% | +415.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling