+11,518.3%
LIN vs KGC
+858.9%
+10,659.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -0.7% |
| 7D | +3.6% | 0.0% | +3.6% | +3.6% |
| 30D | +6.4% | -9.3% | +15.7% | +6.8% |
| 3M | +6.5% | -15.9% | +22.4% | +7.2% |
| 6M | +4.9% | -24.9% | +29.7% | +6.0% |
| YTD | +23.4% | -23.0% | +46.5% | +24.3% |
| 1Y | +26.3% | -9.9% | +36.3% | +26.1% |
| 3Y | +38.0% | +301.2% | -263.3% | +26.7% |
| 5Y | +68.0% | +278.5% | -210.5% | +53.4% |
| 10Y | +437.1% | +484.3% | -47.1% | +370.8% |
| All | +11,518.3% | +858.9% | +10,659.4% | +10,381.3% |
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