+26.6%
KGC vs ZCMD
-99.9%
+126.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.7% | -2.6% | -4.3% |
| 7D | -8.4% | -2.0% | -6.4% | -8.4% |
| 30D | +6.3% | -19.8% | +26.2% | +6.6% |
| 3M | +22.4% | -62.1% | +84.5% | +21.7% |
| 6M | -11.4% | -99.5% | +88.1% | -10.8% |
| YTD | +3.1% | -99.7% | +102.9% | +4.6% |
| 1Y | +26.6% | -99.9% | +126.5% | +32.6% |
| All | +26.6% | -99.9% | +126.5% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZCMD.
Daily Out/Under-Performance
Portfolio return minus ZCMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZCMD 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 1y: compounded portfolio wealth divided by compounded ZCMD 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…
1y analysis · Full analysis span regression · 6 months rolling