+155.3%
LITE vs KGC
-15.5%
+170.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -0.3% | +11.0% | +10.8% |
| 7D | +3.4% | +0.2% | +3.2% | +3.3% |
| 30D | -34.9% | -8.8% | -26.1% | -32.4% |
| 3M | -21.0% | -21.1% | +0.1% | -14.3% |
| 6M | -38.5% | -32.3% | -6.1% | -29.3% |
| YTD | +75.8% | -23.5% | +99.3% | +45.0% |
| All | +155.3% | -15.5% | +170.8% | +86.9% |
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