+6,918.4%
MCK vs KGC
+109.2%
+6,809.3%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.3% | +3.1% | -1.1% |
| 7D | -4.4% | -8.4% | +4.0% | -4.2% |
| 30D | -2.2% | +6.3% | -8.6% | -2.4% |
| 3M | +11.6% | +22.4% | -10.9% | +11.0% |
| 6M | -4.9% | -11.4% | +6.5% | -4.8% |
| YTD | +7.7% | +3.1% | +4.6% | +7.3% |
| 1Y | +25.2% | +26.6% | -1.4% | +24.1% |
| 3Y | +112.1% | +525.6% | -413.4% | +101.9% |
| 5Y | +345.8% | +451.7% | -105.8% | +323.8% |
| 10Y | +439.7% | +675.3% | -235.6% | +405.3% |
| All | +6,918.4% | +109.2% | +6,809.3% | +6,557.8% |
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