+288.1%
KGC vs WCC
+123.5%
+164.6%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.2% | +0.8% | +2.6% |
| 7D | +10.5% | -14.7% | +25.2% | +13.5% |
| 30D | -4.1% | -20.1% | +16.0% | -0.1% |
| 3M | -13.1% | -21.2% | +8.1% | -9.4% |
| 6M | -27.5% | -19.2% | -8.4% | -25.1% |
| YTD | -20.7% | +20.2% | -40.9% | -24.2% |
| 1Y | -6.1% | +14.5% | -20.5% | -9.4% |
| 3Y | +318.6% | +115.1% | +203.5% | +246.6% |
| All | +288.1% | +123.5% | +164.6% | +200.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling