+39,776.7%
LOW vs KGC
+207.3%
+39,569.4%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | +1.4% | -6.7% | +8.1% | +1.5% |
| 30D | +21.7% | -6.7% | +28.4% | +21.8% |
| 3M | +5.0% | -22.6% | +27.6% | +5.2% |
| 6M | +4.6% | -33.4% | +38.0% | +4.9% |
| YTD | -3.5% | -26.0% | +22.5% | -3.3% |
| 1Y | +0.5% | -18.3% | +18.8% | +0.7% |
| 3Y | +24.8% | +315.8% | -291.0% | +23.4% |
| 5Y | +6.5% | +225.7% | -219.3% | +5.1% |
| 10Y | +294.6% | +610.5% | -315.9% | +291.2% |
| All | +39,776.7% | +207.3% | +39,569.4% | +41,073.2% |
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