+1,135.3%
MPC vs KGC
+567.0%
+568.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.3% | +3.7% | +3.4% |
| 7D | +2.6% | +0.2% | +2.4% | +2.6% |
| 30D | -12.2% | -8.8% | -3.4% | -11.9% |
| 3M | +20.1% | -21.1% | +41.1% | +21.1% |
| 6M | +60.6% | -32.3% | +92.9% | +63.2% |
| YTD | +150.6% | -23.5% | +174.0% | +151.1% |
| 1Y | +104.7% | -15.0% | +119.6% | +103.5% |
| 3Y | +194.5% | +327.5% | -133.0% | +157.0% |
| 5Y | +582.3% | +244.3% | +338.0% | +490.0% |
| 10Y | +1,135.3% | +634.8% | +500.5% | +969.9% |
| All | +1,135.3% | +567.0% | +568.2% | +969.9% |
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 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