+1,106.2%
MPC vs KGC
+496.6%
+609.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.7% | +1.9% | +4.5% |
| 7D | -9.4% | +11.1% | -20.6% | -9.9% |
| 30D | -14.3% | -3.7% | -10.6% | -14.2% |
| 3M | +31.1% | -17.2% | +48.3% | +32.0% |
| 6M | +60.3% | -27.3% | +87.5% | +62.3% |
| YTD | +142.5% | -18.5% | +161.1% | +142.4% |
| 1Y | +104.6% | -5.7% | +110.3% | +102.3% |
| 3Y | +191.7% | +336.5% | -144.8% | +155.2% |
| 5Y | +549.2% | +298.7% | +250.5% | +459.3% |
| 10Y | +1,106.2% | +538.5% | +567.7% | +951.7% |
| All | +1,106.2% | +496.6% | +609.6% | +951.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling