+197.3%
KGC vs ZYBT
-58.9%
+256.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.5% | +3.2% | +0.7% |
| 7D | -5.6% | -3.7% | -1.9% | -5.6% |
| 30D | +6.1% | 0.0% | +6.1% | +6.1% |
| 3M | +17.3% | +72.2% | -54.9% | +17.7% |
| 6M | -10.3% | +103.1% | -113.4% | -9.9% |
| YTD | +3.9% | +34.8% | -30.9% | +4.2% |
| 1Y | +25.7% | -83.2% | +108.9% | +24.6% |
| All | +197.3% | -58.9% | +256.2% | +212.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 3y: compounded portfolio wealth divided by compounded ZYBT 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…
3y analysis · Full analysis span regression · 6 months rolling