+552.0%
KGC vs VRSN
+38.4%
+513.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.4% | +1.1% | -2.3% |
| 7D | +2.4% | -2.1% | +4.6% | +2.5% |
| 30D | +9.2% | -3.9% | +13.1% | +9.2% |
| 3M | +16.7% | -0.1% | +16.9% | +16.8% |
| 6M | -7.0% | +16.4% | -23.4% | -8.1% |
| YTD | +7.5% | +17.2% | -9.7% | +6.2% |
| 1Y | +34.4% | +1.0% | +33.4% | +35.7% |
| 3Y | +552.0% | +39.1% | +512.9% | +526.4% |
| All | +552.0% | +38.4% | +513.6% | +526.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded VRSN 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling