+244.3%
KGC vs VRSN
+37.7%
+206.6%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.2% | -0.5% |
| 7D | +0.2% | -1.2% | +1.5% | +0.4% |
| 30D | -8.8% | +3.8% | -12.6% | -9.5% |
| 3M | -21.1% | +9.5% | -30.6% | -22.6% |
| 6M | -32.3% | +10.3% | -42.6% | -34.1% |
| YTD | -23.5% | +30.5% | -53.9% | -29.2% |
| 1Y | -15.0% | +27.9% | -42.8% | -21.0% |
| 3Y | +327.5% | +54.3% | +273.2% | +264.5% |
| 5Y | +244.3% | +37.2% | +207.1% | +188.6% |
| All | +244.3% | +37.7% | +206.6% | +188.6% |
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