+461.7%
KGC vs WCN
+27.0%
+434.6%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.4% | +0.7% |
| 7D | -0.1% | -1.7% | +1.6% | +0.6% |
| 30D | +10.5% | -3.0% | +13.5% | +11.8% |
| 3M | +19.8% | +2.5% | +17.2% | +17.8% |
| 6M | -6.7% | -5.7% | -1.0% | -5.0% |
| YTD | +7.8% | -7.4% | +15.2% | +10.6% |
| 1Y | +35.7% | -8.6% | +44.3% | +39.9% |
| 3Y | +553.7% | +19.4% | +534.3% | +500.5% |
| 5Y | +461.7% | +27.2% | +434.5% | +396.2% |
| All | +461.7% | +27.0% | +434.6% | +396.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling