+262.9%
KGC vs WPM
+233.8%
+29.1%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -5.1% | -0.7% | -0.6% |
| 7D | +8.0% | +16.4% | -8.3% | -8.1% |
| 30D | -9.3% | -1.5% | -7.8% | -8.3% |
| 3M | -21.3% | +2.6% | -23.9% | -24.1% |
| 6M | -31.5% | -1.3% | -30.2% | -31.3% |
| YTD | -23.2% | +16.8% | -40.0% | -36.5% |
| 1Y | -15.0% | +34.1% | -49.2% | -39.6% |
| 3Y | +328.7% | +225.1% | +103.6% | +18.5% |
| 5Y | +262.9% | +234.5% | +28.4% | -4.0% |
| All | +262.9% | +233.8% | +29.1% | -4.0% |
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