+113.7%
KLAC vs KGC
+43.6%
+70.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.3% | +9.6% | +8.1% |
| 7D | +5.7% | -1.3% | +7.0% | +6.0% |
| 30D | -3.6% | +20.3% | -23.9% | -10.2% |
| 3M | -12.8% | +8.1% | -20.9% | -15.9% |
| 6M | +26.1% | -8.8% | +34.8% | +28.2% |
| YTD | +53.3% | +10.1% | +43.3% | +48.9% |
| 1Y | +113.7% | +44.2% | +69.5% | +93.1% |
| All | +113.7% | +43.6% | +70.1% | +93.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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