+461.7%
KGC vs XHB
+34.8%
+426.8%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.8% |
| 7D | -0.1% | -1.9% | +1.8% | +0.7% |
| 30D | +10.5% | -8.3% | +18.8% | +14.2% |
| 3M | +19.8% | -7.1% | +26.9% | +23.1% |
| 6M | -6.7% | -5.3% | -1.4% | -4.8% |
| YTD | +7.8% | -3.2% | +11.0% | +9.1% |
| 1Y | +35.7% | -13.9% | +49.5% | +42.4% |
| 3Y | +553.7% | +24.9% | +528.8% | +476.1% |
| 5Y | +461.7% | +34.5% | +427.2% | +341.4% |
| All | +461.7% | +34.8% | +426.8% | +341.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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