+229.2%
KGC vs WEC
+4,360.7%
-4,131.4%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.1% | +5.1% | +3.6% |
| 7D | +10.5% | -0.2% | +10.7% | +10.6% |
| 30D | -4.1% | +12.3% | -16.4% | -7.3% |
| 3M | -13.1% | +8.3% | -21.3% | -15.2% |
| 6M | -27.5% | +3.5% | -31.0% | -28.6% |
| YTD | -20.7% | +12.7% | -33.4% | -23.7% |
| 1Y | -6.1% | +8.2% | -14.2% | -8.6% |
| 3Y | +318.6% | +55.9% | +262.7% | +266.0% |
| 5Y | +289.9% | +51.2% | +238.7% | +243.6% |
| 10Y | +501.8% | +177.6% | +324.2% | +353.4% |
| All | +229.2% | +4,360.7% | -4,131.4% | +73.4% |
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