+655.3%
KGC vs ZBH
-17.1%
+672.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.3% | -2.0% | -3.9% |
| 7D | -8.4% | -6.6% | -1.9% | -7.4% |
| 30D | +6.3% | -4.9% | +11.3% | +7.2% |
| 3M | +22.4% | +5.1% | +17.3% | +21.2% |
| 6M | -11.4% | +1.3% | -12.8% | -11.8% |
| YTD | +3.1% | +3.4% | -0.2% | +2.4% |
| 1Y | +26.6% | -8.7% | +35.3% | +27.4% |
| 3Y | +525.6% | -21.2% | +546.8% | +541.1% |
| 5Y | +451.7% | -29.2% | +480.9% | +469.9% |
| All | +655.3% | -17.1% | +672.4% | +592.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 10y: compounded portfolio wealth divided by compounded ZBH 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…
10y analysis · Full analysis span regression · 6 months rolling