+454.5%
KGC vs WAT
-4.5%
+459.0%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.6% | -0.8% | -2.0% |
| 7D | +2.4% | -0.7% | +3.2% | +2.6% |
| 30D | +9.2% | -1.0% | +10.2% | +9.5% |
| 3M | +16.7% | +10.9% | +5.9% | +14.4% |
| 6M | -7.0% | +33.2% | -40.2% | -12.3% |
| YTD | +7.5% | +6.1% | +1.4% | +5.5% |
| 1Y | +34.4% | +30.2% | +4.1% | +25.8% |
| 3Y | +552.0% | +52.9% | +499.1% | +451.7% |
| 5Y | +454.5% | -5.1% | +459.7% | +359.2% |
| All | +454.5% | -4.5% | +459.0% | +359.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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