+107.7%
KGC vs VRSN
+7,122.6%
-7,014.9%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.5% |
| 7D | -4.1% | +0.1% | -4.2% | -4.1% |
| 30D | -11.6% | +3.6% | -15.2% | -11.7% |
| 3M | -24.5% | +10.8% | -35.3% | -24.6% |
| 6M | -34.6% | +9.9% | -44.5% | -34.6% |
| YTD | -26.2% | +29.8% | -56.0% | -26.5% |
| 1Y | -20.1% | +26.3% | -46.4% | -20.4% |
| 3Y | +312.4% | +53.5% | +258.9% | +309.6% |
| 5Y | +224.9% | +34.8% | +190.1% | +222.7% |
| 10Y | +608.7% | +291.0% | +317.7% | +607.6% |
| All | +107.7% | +7,122.6% | -7,014.9% | +162.4% |
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