+290.2%
KGC vs WCC
+1,591.1%
-1,300.9%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | -4.1% | +14.2% | -18.3% | -5.7% |
| 30D | -11.6% | -9.8% | -1.8% | -10.8% |
| 3M | -24.5% | -10.1% | -14.4% | -23.8% |
| 6M | -34.6% | -9.4% | -25.1% | -34.1% |
| YTD | -26.2% | +34.4% | -60.6% | -29.3% |
| 1Y | -20.1% | +23.3% | -43.4% | -22.7% |
| 3Y | +312.4% | +137.9% | +174.5% | +260.3% |
| 5Y | +224.9% | +144.0% | +80.9% | +177.3% |
| 10Y | +608.7% | +442.5% | +166.3% | +422.6% |
| All | +290.2% | +1,591.1% | -1,300.9% | +179.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling