+3.0%
KGC vs WAT
+12,580.5%
-12,577.6%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.2% | -5.5% | -5.8% |
| 7D | +8.0% | +3.4% | +4.6% | +7.7% |
| 30D | -9.3% | +9.6% | -18.9% | -10.0% |
| 3M | -21.3% | +15.5% | -36.8% | -22.3% |
| 6M | -31.5% | +33.9% | -65.4% | -33.2% |
| YTD | -23.2% | +25.2% | -48.4% | -25.0% |
| 1Y | -15.0% | +26.3% | -41.3% | -17.0% |
| 3Y | +328.7% | +85.8% | +242.9% | +301.4% |
| 5Y | +262.9% | +35.3% | +227.6% | +247.1% |
| 10Y | +568.9% | +231.8% | +337.1% | +494.7% |
| All | +3.0% | +12,580.5% | -12,577.6% | -19.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling