+35.7%
KGC vs WCC
+66.8%
-31.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.8% |
| 7D | -0.1% | +6.8% | -6.9% | -2.7% |
| 30D | +10.5% | -3.0% | +13.5% | +11.5% |
| 3M | +19.8% | +0.2% | +19.6% | +18.9% |
| 6M | -6.7% | +33.2% | -39.8% | -17.9% |
| YTD | +7.8% | +45.8% | -38.0% | -9.4% |
| 1Y | +35.7% | +68.4% | -32.7% | +10.6% |
| All | +35.7% | +66.8% | -31.2% | +10.6% |
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