+481.6%
KGC vs WCC
+1,713.7%
-1,232.1%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.9% | -6.1% | -2.8% |
| 7D | -1.3% | +4.5% | -5.7% | -1.8% |
| 30D | +20.3% | -5.8% | +26.1% | +21.1% |
| 3M | +8.1% | -3.7% | +11.7% | +8.4% |
| 6M | -8.8% | +23.1% | -31.8% | -11.4% |
| YTD | +10.1% | +44.2% | -34.1% | +4.8% |
| 1Y | +44.2% | +62.1% | -17.9% | +35.3% |
| 3Y | +533.0% | +121.1% | +411.9% | +458.9% |
| 5Y | +443.0% | +214.0% | +229.0% | +351.0% |
| 10Y | +678.6% | +472.8% | +205.8% | +471.1% |
| All | +481.6% | +1,713.7% | -1,232.1% | +314.9% |
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