+26.6%
KGC vs WCN
-9.4%
+36.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.1% | -3.2% | -4.4% |
| 7D | -8.4% | -4.4% | -4.0% | -8.8% |
| 30D | +6.3% | -4.4% | +10.8% | +5.8% |
| 3M | +22.4% | +0.5% | +22.0% | +22.6% |
| 6M | -11.4% | -3.3% | -8.2% | -9.8% |
| YTD | +3.1% | -8.5% | +11.6% | +6.7% |
| 1Y | +26.6% | -8.9% | +35.5% | +33.5% |
| All | +26.6% | -9.4% | +36.1% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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