-20.1%
KGC vs WEC
+8.3%
-28.5%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | -4.1% | -0.7% | -3.4% | -4.1% |
| 30D | -11.6% | +11.0% | -22.6% | -11.6% |
| 3M | -24.5% | +8.6% | -33.1% | -24.9% |
| 6M | -34.6% | +6.2% | -40.7% | -34.5% |
| YTD | -26.2% | +14.3% | -40.5% | -27.6% |
| 1Y | -20.1% | +8.4% | -28.5% | -19.8% |
| All | -20.1% | +8.3% | -28.5% | -19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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