+710.2%
KGC vs WCC
+506.2%
+204.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.5% |
| 7D | -0.1% | +6.8% | -6.9% | -1.3% |
| 30D | +10.5% | -3.0% | +13.5% | +11.0% |
| 3M | +19.8% | +0.2% | +19.6% | +19.3% |
| 6M | -6.7% | +33.2% | -39.8% | -11.5% |
| YTD | +7.8% | +45.8% | -38.0% | +0.6% |
| 1Y | +35.7% | +68.4% | -32.7% | +23.6% |
| 3Y | +553.7% | +131.1% | +422.6% | +447.4% |
| 5Y | +461.7% | +225.6% | +236.1% | +331.0% |
| 10Y | +710.2% | +534.2% | +176.0% | +362.7% |
| All | +710.2% | +506.2% | +204.0% | +362.7% |
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