+2,812.9%
MMM vs KGC
+357.0%
+2,455.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +0.2% |
| 7D | -3.3% | -1.3% | -2.0% | -3.3% |
| 30D | -7.0% | +20.3% | -27.3% | -7.4% |
| 3M | +10.8% | +8.1% | +2.7% | +10.5% |
| 6M | +5.8% | -8.8% | +14.5% | +5.8% |
| YTD | +6.8% | +10.1% | -3.3% | +6.4% |
| 1Y | +10.4% | +44.2% | -33.8% | +9.3% |
| 3Y | +104.7% | +533.0% | -428.3% | +96.2% |
| 5Y | +23.6% | +443.0% | -419.4% | +18.4% |
| 10Y | +54.1% | +678.6% | -624.4% | +45.8% |
| All | +2,812.9% | +357.0% | +2,455.9% | +2,904.9% |
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