+162.9%
KGC vs WCN
+6,839.3%
-6,676.4%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.1% | -2.2% |
| 7D | -1.3% | -0.6% | -0.6% | -1.2% |
| 30D | +20.3% | +0.4% | +19.8% | +20.3% |
| 3M | +8.1% | +7.3% | +0.8% | +7.5% |
| 6M | -8.8% | -2.5% | -6.3% | -8.7% |
| YTD | +10.1% | -5.4% | +15.4% | +10.3% |
| 1Y | +44.2% | -8.5% | +52.7% | +44.8% |
| 3Y | +533.0% | +20.8% | +512.2% | +526.6% |
| 5Y | +443.0% | +30.0% | +413.0% | +435.5% |
| 10Y | +678.6% | +238.4% | +440.1% | +650.6% |
| All | +162.9% | +6,839.3% | -6,676.4% | +188.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling