+286.2%
KGC vs WEC
+51.2%
+235.0%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.1% | +5.1% | +3.9% |
| 7D | +10.5% | -0.2% | +10.7% | +10.6% |
| 30D | -4.1% | +12.3% | -16.4% | -9.0% |
| 3M | -13.1% | +8.3% | -21.3% | -16.4% |
| 6M | -27.5% | +3.5% | -31.0% | -29.1% |
| YTD | -20.7% | +12.7% | -33.4% | -25.6% |
| 1Y | -6.1% | +8.2% | -14.2% | -10.2% |
| 3Y | +318.6% | +55.9% | +262.7% | +223.5% |
| All | +286.2% | +51.2% | +235.0% | +211.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling