+129,057.6%
KLAC vs KGC
+207.3%
+128,850.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.4% | -3.2% |
| 7D | +10.0% | -6.7% | +16.6% | +10.4% |
| 30D | -14.8% | -6.7% | -8.2% | -14.5% |
| 3M | -27.2% | -22.6% | -4.6% | -26.2% |
| 6M | -17.5% | -33.4% | +16.0% | -15.7% |
| YTD | +25.8% | -26.0% | +51.8% | +27.7% |
| 1Y | +31.8% | -18.3% | +50.1% | +33.1% |
| 3Y | +195.3% | +315.8% | -120.5% | +172.2% |
| 5Y | +285.9% | +225.7% | +60.2% | +257.1% |
| 10Y | +2,247.6% | +610.5% | +1,637.1% | +1,969.6% |
| All | +129,057.6% | +207.3% | +128,850.3% | +102,092.5% |
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