+506.9%
KGC vs WPM
+5,967.5%
-5,460.6%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -1.4% |
| 7D | -1.3% | +1.1% | -2.4% | -2.1% |
| 30D | +20.3% | +26.4% | -6.1% | -0.6% |
| 3M | +8.1% | +20.8% | -12.8% | -7.1% |
| 6M | -8.8% | +1.1% | -9.9% | -9.2% |
| YTD | +10.1% | +32.5% | -22.4% | -11.8% |
| 1Y | +44.2% | +51.5% | -7.3% | +4.5% |
| 3Y | +533.0% | +267.0% | +266.0% | +130.0% |
| 5Y | +443.0% | +250.1% | +192.9% | +111.2% |
| 10Y | +678.6% | +540.4% | +138.2% | +97.1% |
| All | +506.9% | +5,967.5% | -5,460.6% | -72.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling