+445.9%
KGC vs VRSN
+33.8%
+412.1%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.4% |
| 7D | -5.6% | +0.2% | -5.9% | -5.7% |
| 30D | +6.1% | +3.8% | +2.4% | +5.4% |
| 3M | +17.3% | +5.0% | +12.3% | +15.9% |
| 6M | -10.3% | +24.9% | -35.2% | -15.9% |
| YTD | +3.9% | +21.6% | -17.8% | -2.3% |
| 1Y | +25.7% | +2.4% | +23.3% | +24.5% |
| 3Y | +526.0% | +47.3% | +478.6% | +438.6% |
| All | +445.9% | +33.8% | +412.1% | +368.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling