+357.0%
KGC vs WEC
+3,978.4%
-3,621.4%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.1% |
| 7D | -1.3% | -0.3% | -1.0% | -1.2% |
| 30D | +20.3% | -1.3% | +21.6% | +20.6% |
| 3M | +8.1% | -3.9% | +12.0% | +9.0% |
| 6M | -8.8% | -8.3% | -0.5% | -6.9% |
| YTD | +10.1% | +3.1% | +7.0% | +8.8% |
| 1Y | +44.2% | +1.9% | +42.3% | +42.8% |
| 3Y | +533.0% | +41.9% | +491.1% | +469.3% |
| 5Y | +443.0% | +30.8% | +412.2% | +398.3% |
| 10Y | +678.6% | +141.9% | +536.6% | +509.7% |
| All | +357.0% | +3,978.4% | -3,621.4% | +147.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling