+6,475.2%
MCD vs KGC
+229.2%
+6,246.0%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.0% | -3.6% | -0.6% |
| 7D | +7.1% | +10.5% | -3.4% | +7.0% |
| 30D | +19.8% | -4.1% | +23.8% | +19.8% |
| 3M | +0.8% | -13.1% | +13.9% | +0.9% |
| 6M | -1.3% | -27.5% | +26.2% | -1.0% |
| YTD | -7.8% | -20.7% | +13.0% | -7.6% |
| 1Y | -5.0% | -6.1% | +1.1% | -5.0% |
| 3Y | +10.5% | +318.6% | -308.1% | +8.3% |
| 5Y | +22.0% | +289.9% | -268.0% | +19.3% |
| 10Y | +216.7% | +501.8% | -285.2% | +208.0% |
| All | +6,475.2% | +229.2% | +6,246.0% | +6,308.8% |
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