-15.0%
KGC vs WAB
+46.1%
-61.1%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | +0.2% | +3.1% | -2.9% | -2.1% |
| 30D | -8.8% | +6.4% | -15.3% | -12.8% |
| 3M | -21.1% | +2.2% | -23.2% | -22.5% |
| 6M | -32.3% | +13.7% | -46.0% | -39.4% |
| YTD | -23.5% | +43.0% | -66.5% | -42.1% |
| 1Y | -15.0% | +47.0% | -61.9% | -36.3% |
| All | -15.0% | +46.1% | -61.1% | -36.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling