+209.6%
KGC vs VRSN
+6,651.0%
-6,441.5%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.8% | -2.3% |
| 7D | -1.3% | +0.1% | -1.3% | -1.3% |
| 30D | +20.3% | -0.2% | +20.4% | +20.3% |
| 3M | +8.1% | -0.3% | +8.4% | +8.1% |
| 6M | -8.8% | +23.0% | -31.7% | -9.1% |
| YTD | +10.1% | +21.3% | -11.3% | +9.7% |
| 1Y | +44.2% | +6.7% | +37.5% | +44.0% |
| 3Y | +533.0% | +45.0% | +488.1% | +529.2% |
| 5Y | +443.0% | +35.0% | +408.0% | +439.6% |
| 10Y | +678.6% | +276.3% | +402.2% | +678.1% |
| All | +209.6% | +6,651.0% | -6,441.5% | +291.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling