+1,563.7%
LITE vs KGC
+543.3%
+1,020.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.3% | +6.3% | +4.7% |
| 7D | -1.5% | -1.3% | -0.3% | -1.2% |
| 30D | +6.7% | +20.3% | -13.6% | 0.0% |
| 3M | -6.8% | +8.1% | -14.8% | -9.8% |
| 6M | +29.4% | -8.8% | +38.2% | +31.4% |
| YTD | +139.1% | +10.1% | +129.0% | +123.8% |
| 1Y | +521.0% | +44.2% | +476.8% | +437.9% |
| All | +1,563.7% | +543.3% | +1,020.4% | +840.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling