+224.5%
KGC vs XHB
+173.9%
+50.6%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.2% | -2.6% |
| 7D | -1.3% | -1.3% | 0.0% | -0.9% |
| 30D | +20.3% | -6.9% | +27.2% | +22.8% |
| 3M | +8.1% | -1.3% | +9.3% | +8.4% |
| 6M | -8.8% | -6.8% | -2.0% | -6.9% |
| YTD | +10.1% | +0.7% | +9.3% | +9.9% |
| 1Y | +44.2% | -11.2% | +55.5% | +48.7% |
| 3Y | +533.0% | +25.3% | +507.7% | +484.2% |
| 5Y | +443.0% | +37.3% | +405.7% | +382.2% |
| 10Y | +678.6% | +211.5% | +467.0% | +440.5% |
| All | +224.5% | +173.9% | +50.6% | +109.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling