+634.8%
KGC vs WAB
+282.9%
+351.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | +0.2% | +3.1% | -2.9% | -0.5% |
| 30D | -8.8% | +6.4% | -15.3% | -10.0% |
| 3M | -21.1% | +2.2% | -23.2% | -21.5% |
| 6M | -32.3% | +13.7% | -46.0% | -34.1% |
| YTD | -23.5% | +43.0% | -66.5% | -28.4% |
| 1Y | -15.0% | +47.0% | -61.9% | -20.8% |
| 3Y | +327.5% | +174.4% | +153.1% | +259.1% |
| 5Y | +244.3% | +222.2% | +22.1% | +180.8% |
| 10Y | +634.8% | +276.9% | +357.9% | +470.0% |
| All | +634.8% | +282.9% | +351.8% | +470.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 10y: compounded portfolio wealth divided by compounded WAB 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…
10y analysis · Full analysis span regression · 6 months rolling