+232.7%
LITE vs KGC
-5.3%
+238.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +7.5% | -15.3% | -11.1% |
| 7D | -31.4% | -6.8% | -24.6% | -29.5% |
| 30D | -42.6% | -9.2% | -33.4% | -40.1% |
| 3M | -26.2% | -9.1% | -17.1% | -24.9% |
| 6M | -35.8% | -25.7% | -10.1% | -28.5% |
| YTD | +70.0% | -23.6% | +93.7% | +36.7% |
| 1Y | +232.7% | -4.3% | +237.0% | +68.9% |
| All | +232.7% | -5.3% | +238.0% | +68.9% |
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