+710.2%
KGC vs WWD
+479.8%
+230.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.7% | +0.4% |
| 7D | -0.1% | +0.6% | -0.7% | -0.2% |
| 30D | +10.5% | -5.1% | +15.6% | +11.5% |
| 3M | +19.8% | -11.2% | +31.0% | +22.5% |
| 6M | -6.7% | -12.0% | +5.4% | -4.4% |
| YTD | +7.8% | +12.0% | -4.2% | +5.6% |
| 1Y | +35.7% | +42.8% | -7.1% | +27.1% |
| 3Y | +553.7% | +168.9% | +384.7% | +445.1% |
| 5Y | +461.7% | +192.2% | +269.5% | +355.2% |
| 10Y | +710.2% | +495.3% | +214.9% | +482.9% |
| All | +710.2% | +479.8% | +230.4% | +482.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling