+454.5%
KGC vs WU
-51.1%
+505.6%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.2% | -1.9% |
| 7D | +2.4% | -0.8% | +3.3% | +2.6% |
| 30D | +9.2% | -1.1% | +10.4% | +9.4% |
| 3M | +16.7% | -1.8% | +18.6% | +16.2% |
| 6M | -7.0% | -23.9% | +16.9% | -3.5% |
| YTD | +7.5% | -20.4% | +27.9% | +10.4% |
| 1Y | +34.4% | -10.6% | +44.9% | +34.4% |
| 3Y | +552.0% | -27.7% | +579.7% | +569.9% |
| 5Y | +454.5% | -51.1% | +505.7% | +515.3% |
| All | +454.5% | -51.1% | +505.6% | +515.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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