+461.7%
KGC vs ZBH
-31.0%
+492.6%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.2% |
| 7D | -0.1% | -4.9% | +4.8% | +0.9% |
| 30D | +10.5% | -3.2% | +13.7% | +11.1% |
| 3M | +19.8% | +5.8% | +14.0% | +18.2% |
| 6M | -6.7% | +2.0% | -8.6% | -7.3% |
| YTD | +7.8% | +5.8% | +2.0% | +6.4% |
| 1Y | +35.7% | -7.9% | +43.6% | +36.6% |
| 3Y | +553.7% | -19.4% | +573.1% | +580.2% |
| 5Y | +461.7% | -29.5% | +491.2% | +484.6% |
| All | +461.7% | -31.0% | +492.6% | +484.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling