+634.8%
KGC vs WPM
+659.5%
-24.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | +0.5% |
| 7D | +0.2% | +3.1% | -2.9% | -2.9% |
| 30D | -8.8% | -1.8% | -7.0% | -7.5% |
| 3M | -21.1% | +1.0% | -22.1% | -22.5% |
| 6M | -32.3% | -5.4% | -26.9% | -29.0% |
| YTD | -23.5% | +15.9% | -39.3% | -35.1% |
| 1Y | -15.0% | +30.8% | -45.8% | -36.3% |
| 3Y | +327.5% | +222.6% | +104.9% | +31.8% |
| 5Y | +244.3% | +227.4% | +16.9% | +6.4% |
| 10Y | +634.8% | +757.8% | -123.1% | -2.3% |
| All | +634.8% | +659.5% | -24.7% | -2.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling