+197.6%
KGC vs WWD
+15,408.5%
-15,210.9%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.3% | -2.5% |
| 7D | -1.3% | +1.3% | -2.6% | -1.5% |
| 30D | +20.3% | -7.2% | +27.4% | +21.6% |
| 3M | +8.1% | -3.8% | +11.9% | +8.6% |
| 6M | -8.8% | -9.9% | +1.1% | -7.3% |
| YTD | +10.1% | +14.8% | -4.8% | +7.5% |
| 1Y | +44.2% | +42.1% | +2.1% | +36.0% |
| 3Y | +533.0% | +170.8% | +362.2% | +435.9% |
| 5Y | +443.0% | +197.5% | +245.5% | +349.6% |
| 10Y | +678.6% | +477.8% | +200.7% | +457.1% |
| All | +197.6% | +15,408.5% | -15,210.9% | +62.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling