+17,245.8%
MO vs KGC
+207.3%
+17,038.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.9% |
| 7D | +3.3% | -6.7% | +10.0% | +3.4% |
| 30D | +7.5% | -6.7% | +14.2% | +7.6% |
| 3M | +22.8% | -22.6% | +45.3% | +23.2% |
| 6M | +13.4% | -33.4% | +46.8% | +14.0% |
| YTD | +43.0% | -26.0% | +69.0% | +43.3% |
| 1Y | +45.2% | -18.3% | +63.5% | +45.2% |
| 3Y | +145.5% | +315.8% | -170.2% | +136.7% |
| 5Y | +157.1% | +225.7% | -68.6% | +148.0% |
| 10Y | +153.3% | +610.5% | -457.1% | +139.3% |
| All | +17,245.8% | +207.3% | +17,038.4% | +15,900.6% |
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