-36.7%
KGC vs XE
-62.6%
+25.9%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.9% | -6.5% | -4.0% |
| 7D | -4.1% | +25.1% | -29.2% | -7.8% |
| 30D | -11.6% | -11.5% | -0.2% | -10.1% |
| 3M | -24.5% | -44.7% | +20.1% | -17.0% |
| 6M | -34.6% | -64.5% | +30.0% | -22.9% |
| All | -36.7% | -62.6% | +25.9% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XE.
Daily Out/Under-Performance
Portfolio return minus XE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XE 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 3y: compounded portfolio wealth divided by compounded XE 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…
3y analysis · Full analysis span regression · 6 months rolling