+461.7%
KGC vs WY
-20.4%
+482.1%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | -0.1% | -1.7% | +1.6% | +0.5% |
| 30D | +10.5% | -9.9% | +20.3% | +14.9% |
| 3M | +19.8% | -7.5% | +27.3% | +23.0% |
| 6M | -6.7% | -5.1% | -1.5% | -5.1% |
| YTD | +7.8% | -2.1% | +9.9% | +8.0% |
| 1Y | +35.7% | -7.3% | +43.0% | +38.4% |
| 3Y | +553.7% | -22.6% | +576.3% | +608.2% |
| 5Y | +461.7% | -19.8% | +481.5% | +552.4% |
| All | +461.7% | -20.4% | +482.1% | +552.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling