+298.7%
KGC vs VSAT
+33.0%
+265.7%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +16.3% | -13.6% | +0.9% |
| 7D | +11.1% | +0.4% | +10.8% | +10.7% |
| 30D | -3.7% | +3.3% | -7.0% | -4.6% |
| 3M | -17.2% | -7.5% | -9.7% | -17.2% |
| 6M | -27.3% | +6.2% | -33.5% | -29.2% |
| YTD | -18.5% | +115.8% | -134.4% | -27.3% |
| 1Y | -5.7% | +107.7% | -113.4% | -15.7% |
| 3Y | +336.5% | +292.0% | +44.4% | +240.9% |
| 5Y | +298.7% | +35.3% | +263.4% | +259.1% |
| All | +298.7% | +33.0% | +265.7% | +259.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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