+157,277.0%
KLAC vs KGC
+357.0%
+156,920.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.3% | +9.6% | +7.5% |
| 7D | +5.7% | -1.3% | +7.0% | +5.8% |
| 30D | -3.6% | +20.3% | -23.9% | -4.8% |
| 3M | -12.8% | +8.1% | -20.9% | -13.3% |
| 6M | +26.1% | -8.8% | +34.8% | +26.5% |
| YTD | +53.3% | +10.1% | +43.3% | +52.2% |
| 1Y | +113.7% | +44.2% | +69.5% | +108.9% |
| 3Y | +274.9% | +533.0% | -258.1% | +237.4% |
| 5Y | +470.1% | +443.0% | +27.1% | +413.1% |
| 10Y | +2,997.0% | +678.6% | +2,318.5% | +2,598.3% |
| All | +157,277.0% | +357.0% | +156,920.0% | +121,701.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling