+547.9%
KGC vs WCN
+20.9%
+527.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -2.0% |
| 7D | +2.4% | -0.4% | +2.9% | +2.6% |
| 30D | +9.2% | -2.1% | +11.4% | +10.0% |
| 3M | +16.7% | +6.4% | +10.4% | +13.3% |
| 6M | -7.0% | -3.7% | -3.3% | -5.6% |
| YTD | +7.5% | -6.4% | +13.8% | +10.8% |
| 1Y | +34.4% | -7.9% | +42.3% | +39.8% |
| All | +547.9% | +20.9% | +527.0% | +517.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling