+218.7%
KGC vs WEC
+4,404.6%
-4,185.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.1% | -5.7% | -5.7% |
| 7D | +8.0% | +1.4% | +6.6% | +7.6% |
| 30D | -9.3% | +12.8% | -22.1% | -12.5% |
| 3M | -21.3% | +11.2% | -32.5% | -23.8% |
| 6M | -31.5% | +6.6% | -38.1% | -33.0% |
| YTD | -23.2% | +13.8% | -37.1% | -26.3% |
| 1Y | -15.0% | +7.6% | -22.7% | -17.2% |
| 3Y | +328.7% | +62.2% | +266.5% | +270.8% |
| 5Y | +262.9% | +52.0% | +210.9% | +219.3% |
| 10Y | +568.9% | +189.4% | +379.5% | +399.2% |
| All | +218.7% | +4,404.6% | -4,185.8% | +67.4% |
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