-4.3%
KGC vs WCC
+24.5%
-28.7%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -9.9% | +17.4% | +10.8% |
| 7D | -6.8% | -8.8% | +2.0% | -4.6% |
| 30D | -9.2% | -16.0% | +6.8% | -3.9% |
| 3M | -9.1% | -15.2% | +6.1% | -4.5% |
| 6M | -25.7% | -8.4% | -17.3% | -24.5% |
| YTD | -23.6% | +30.1% | -53.7% | -36.8% |
| 1Y | -4.3% | +26.4% | -30.7% | -21.2% |
| All | -4.3% | +24.5% | -28.7% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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