+5,979.9%
MCD vs KGC
+357.0%
+5,622.9%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.3% | +0.8% | -1.5% |
| 7D | -2.8% | -1.3% | -1.5% | -2.8% |
| 30D | -6.0% | +20.3% | -26.3% | -6.2% |
| 3M | -5.6% | +8.1% | -13.7% | -5.7% |
| 6M | -21.9% | -8.8% | -13.1% | -21.8% |
| YTD | -14.7% | +10.1% | -24.8% | -14.9% |
| 1Y | -17.3% | +44.2% | -61.5% | -17.8% |
| 3Y | -2.2% | +533.0% | -535.2% | -4.6% |
| 5Y | +20.3% | +443.0% | -422.7% | +17.2% |
| 10Y | +180.7% | +678.6% | -497.9% | +172.1% |
| All | +5,979.9% | +357.0% | +5,622.9% | +5,804.5% |
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