+1,071.7%
KGC vs ZBRA
+8,965.3%
-7,893.6%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.8% | +0.5% | -2.1% |
| 7D | +2.4% | +2.6% | -0.1% | +2.2% |
| 30D | +9.2% | -6.4% | +15.6% | +9.8% |
| 3M | +16.7% | +51.3% | -34.5% | +12.3% |
| 6M | -7.0% | +60.5% | -67.5% | -11.1% |
| YTD | +7.5% | +45.2% | -37.7% | +3.3% |
| 1Y | +34.4% | +12.3% | +22.0% | +31.7% |
| 3Y | +552.0% | +37.5% | +514.5% | +521.5% |
| 5Y | +454.5% | -39.2% | +493.7% | +457.1% |
| 10Y | +658.7% | +417.0% | +241.7% | +536.8% |
| All | +1,071.7% | +8,965.3% | -7,893.6% | +675.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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