+454.5%
KGC vs WING
-35.4%
+490.0%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.6% | -2.4% |
| 7D | +2.4% | -0.1% | +2.6% | +2.4% |
| 30D | +9.2% | -6.0% | +15.3% | +9.7% |
| 3M | +16.7% | -23.5% | +40.2% | +19.5% |
| 6M | -7.0% | -52.0% | +45.0% | -0.4% |
| YTD | +7.5% | -53.8% | +61.3% | +15.3% |
| 1Y | +34.4% | -63.8% | +98.2% | +47.3% |
| 3Y | +552.0% | -30.8% | +582.7% | +523.3% |
| 5Y | +454.5% | -34.3% | +488.8% | +379.8% |
| All | +454.5% | -35.4% | +490.0% | +379.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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