+26.6%
KGC vs WY
-9.3%
+35.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.7% | -1.6% | -3.5% |
| 7D | -8.4% | -3.7% | -4.7% | -7.4% |
| 30D | +6.3% | -11.3% | +17.6% | +9.7% |
| 3M | +22.4% | -8.1% | +30.6% | +25.0% |
| 6M | -11.4% | -7.4% | -4.0% | -9.9% |
| YTD | +3.1% | -4.7% | +7.8% | +5.4% |
| 1Y | +26.6% | -9.2% | +35.8% | +29.8% |
| All | +26.6% | -9.3% | +35.9% | +29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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