-4.3%
KGC vs WPM
+38.8%
-43.1%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +12.0% | -4.5% | -3.8% |
| 7D | -6.8% | +3.9% | -10.7% | -10.2% |
| 30D | -9.2% | -3.5% | -5.7% | -6.2% |
| 3M | -9.1% | +14.1% | -23.2% | -20.3% |
| 6M | -25.7% | +6.2% | -31.9% | -30.3% |
| YTD | -23.6% | +12.4% | -36.0% | -33.1% |
| 1Y | -4.3% | +40.0% | -44.3% | -34.7% |
| All | -4.3% | +38.8% | -43.1% | -34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 1y: compounded portfolio wealth divided by compounded WPM 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…
1y analysis · Full analysis span regression · 6 months rolling