+461.7%
KGC vs WPM
+261.4%
+200.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -0.8% |
| 7D | -0.1% | +3.9% | -4.0% | -3.9% |
| 30D | +10.5% | +17.7% | -7.2% | -6.9% |
| 3M | +19.8% | +39.4% | -19.6% | -15.4% |
| 6M | -6.7% | +6.4% | -13.1% | -13.1% |
| YTD | +7.8% | +34.0% | -26.2% | -22.0% |
| 1Y | +35.7% | +50.5% | -14.8% | -12.9% |
| 3Y | +553.7% | +280.3% | +273.4% | +56.0% |
| 5Y | +461.7% | +266.3% | +195.4% | +39.8% |
| All | +461.7% | +261.4% | +200.3% | +39.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling