-15.0%
KGC vs WWD
+25.7%
-40.7%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.4% | -6.1% | -5.9% |
| 7D | +8.0% | +0.4% | +7.6% | +7.6% |
| 30D | -9.3% | -0.4% | -8.9% | -9.4% |
| 3M | -21.3% | -6.1% | -15.2% | -19.6% |
| 6M | -31.5% | -9.5% | -22.0% | -29.3% |
| YTD | -23.2% | +10.8% | -34.1% | -25.5% |
| 1Y | -15.0% | +23.5% | -38.6% | -19.0% |
| All | -15.0% | +25.7% | -40.7% | -19.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling