+208.5%
KGC vs ZYBT
-58.4%
+266.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.3% |
| 7D | -0.1% | -3.7% | +3.6% | -0.1% |
| 30D | +10.5% | -12.8% | +23.3% | +10.5% |
| 3M | +19.8% | +76.2% | -56.4% | +20.2% |
| 6M | -6.7% | +109.3% | -116.0% | -6.3% |
| YTD | +7.8% | +36.5% | -28.7% | +8.1% |
| 1Y | +35.7% | -84.0% | +119.7% | +34.4% |
| All | +208.5% | -58.4% | +266.9% | +224.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling