+4,328.8%
LUV vs KGC
+346.4%
+3,982.5%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.3% | -0.1% | -2.4% |
| 7D | +3.1% | +2.4% | +0.7% | +3.1% |
| 30D | -17.4% | +9.2% | -26.7% | -17.5% |
| 3M | -4.9% | +16.7% | -21.6% | -5.1% |
| 6M | -5.7% | -7.0% | +1.3% | -5.7% |
| YTD | -5.2% | +7.5% | -12.7% | -5.3% |
| 1Y | +24.1% | +34.4% | -10.2% | +23.6% |
| 3Y | +39.6% | +552.0% | -512.4% | +37.2% |
| 5Y | -12.5% | +454.5% | -467.0% | -14.0% |
| 10Y | +12.9% | +658.7% | -645.7% | +10.9% |
| All | +4,328.8% | +346.4% | +3,982.5% | +4,105.2% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling