-4.3%
KGC vs WSM
+44.0%
-48.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +6.5% | +1.0% | +5.1% |
| 7D | -6.8% | +8.0% | -14.8% | -9.3% |
| 30D | -9.2% | +13.5% | -22.6% | -13.1% |
| 3M | -9.1% | +8.8% | -18.0% | -11.9% |
| 6M | -25.7% | +54.7% | -80.4% | -36.6% |
| YTD | -23.6% | +53.3% | -76.9% | -36.5% |
| 1Y | -4.3% | +41.1% | -45.4% | -17.3% |
| All | -4.3% | +44.0% | -48.3% | -17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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