+2,222.5%
MKSI vs KGC
+466.0%
+1,756.5%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.4% | +2.0% |
| 7D | +2.7% | -5.6% | +8.3% | +3.1% |
| 30D | -12.8% | +6.1% | -18.9% | -13.2% |
| 3M | -22.5% | +17.3% | -39.9% | -23.4% |
| 6M | +19.4% | -10.3% | +29.7% | +20.0% |
| YTD | +67.7% | +3.9% | +63.9% | +66.9% |
| 1Y | +131.4% | +25.7% | +105.7% | +127.6% |
| 3Y | +197.3% | +526.0% | -328.6% | +167.1% |
| 5Y | +87.0% | +455.5% | -368.5% | +67.8% |
| 10Y | +522.1% | +680.7% | -158.6% | +444.4% |
| All | +2,222.5% | +466.0% | +1,756.5% | +2,063.3% |
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