+549.6%
KGC vs VSXY
+353.1%
+196.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.5% | +3.8% | +0.4% |
| 7D | -0.1% | -10.7% | +10.6% | +0.4% |
| 30D | +10.5% | -24.3% | +34.7% | +11.9% |
| 3M | +19.8% | +1.0% | +18.8% | +19.6% |
| 6M | -6.7% | +57.4% | -64.0% | -9.4% |
| YTD | +7.8% | +39.8% | -32.0% | +5.0% |
| 1Y | +35.7% | +196.5% | -160.8% | +28.4% |
| All | +549.6% | +353.1% | +196.5% | +475.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 3y: compounded portfolio wealth divided by compounded VSXY 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…
3y analysis · Full analysis span regression · 6 months rolling