+976.9%
KGC vs WING
+719.8%
+257.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +8.4% | -5.6% | +1.8% |
| 7D | +11.1% | +8.6% | +2.6% | +10.1% |
| 30D | -3.7% | +44.8% | -48.5% | -7.7% |
| 3M | -17.2% | +51.9% | -69.2% | -21.4% |
| 6M | -27.3% | +37.2% | -64.5% | -30.4% |
| YTD | -18.5% | -25.3% | +6.8% | -17.1% |
| 1Y | -5.7% | -25.1% | +19.4% | -4.2% |
| 3Y | +336.5% | -12.9% | +349.4% | +318.2% |
| 5Y | +298.7% | +12.0% | +286.7% | +257.3% |
| 10Y | +538.5% | +716.5% | -177.9% | +374.6% |
| All | +976.9% | +719.8% | +257.1% | +694.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling