+445.9%
KGC vs VSXY
+22.6%
+423.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.1% | -2.4% | +0.5% |
| 7D | -5.6% | +0.1% | -5.8% | -5.7% |
| 30D | +6.1% | -18.7% | +24.8% | +7.5% |
| 3M | +17.3% | -4.0% | +21.3% | +17.4% |
| 6M | -10.3% | +67.5% | -77.8% | -14.4% |
| YTD | +3.9% | +39.7% | -35.8% | +0.1% |
| 1Y | +25.7% | +180.0% | -154.2% | +15.2% |
| 3Y | +526.0% | +337.3% | +188.7% | +426.6% |
| All | +445.9% | +22.6% | +423.3% | +394.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling