+157.0%
MKSI vs KGC
+43.6%
+113.4%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.3% | +6.5% | +5.0% |
| 7D | +1.8% | -1.3% | +3.1% | +2.1% |
| 30D | -16.8% | +20.3% | -37.1% | -22.5% |
| 3M | -21.1% | +8.1% | -29.2% | -24.0% |
| 6M | +10.8% | -8.8% | +19.6% | +11.5% |
| YTD | +63.3% | +10.1% | +53.3% | +53.8% |
| 1Y | +157.0% | +44.2% | +112.8% | +126.0% |
| All | +157.0% | +43.6% | +113.4% | +126.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling