+26.6%
KGC vs WWD
+40.3%
-13.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.5% | -2.8% | -3.7% |
| 7D | -8.4% | -2.9% | -5.6% | -7.3% |
| 30D | +6.3% | -6.6% | +12.9% | +9.1% |
| 3M | +22.4% | -9.3% | +31.8% | +26.4% |
| 6M | -11.4% | -13.6% | +2.2% | -7.3% |
| YTD | +3.1% | +10.4% | -7.2% | +0.5% |
| 1Y | +26.6% | +39.9% | -13.3% | +15.9% |
| All | +26.6% | +40.3% | -13.7% | +15.9% |
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 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