+921.2%
KGC vs ZBH
+309.2%
+612.0%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.5% |
| 7D | -6.7% | -2.3% | -4.4% | -6.3% |
| 30D | -6.7% | +12.5% | -19.1% | -8.6% |
| 3M | -22.6% | +3.9% | -26.5% | -23.2% |
| 6M | -33.4% | +25.4% | -58.9% | -36.2% |
| YTD | -26.0% | +15.7% | -41.7% | -28.1% |
| 1Y | -18.3% | +15.2% | -33.5% | -20.6% |
| 3Y | +315.8% | +0.3% | +315.4% | +307.0% |
| 5Y | +225.7% | -16.1% | +241.8% | +228.0% |
| 10Y | +610.5% | +17.8% | +592.6% | +551.1% |
| All | +921.2% | +309.2% | +612.0% | +1,061.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling