+568.9%
KGC vs WCC
+460.5%
+108.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.1% | -5.8% | -5.8% |
| 7D | +8.0% | -9.9% | +18.0% | +9.7% |
| 30D | -9.3% | -13.4% | +4.1% | -7.4% |
| 3M | -21.3% | -13.5% | -7.8% | -19.7% |
| 6M | -31.5% | -10.6% | -20.9% | -30.7% |
| YTD | -23.2% | +30.1% | -53.3% | -27.3% |
| 1Y | -15.0% | +22.3% | -37.4% | -18.8% |
| 3Y | +328.7% | +130.3% | +198.4% | +257.5% |
| 5Y | +262.9% | +144.5% | +118.4% | +189.5% |
| 10Y | +568.9% | +431.8% | +137.0% | +285.2% |
| All | +568.9% | +460.5% | +108.4% | +285.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling