+3,812.0%
MRK vs KGC
+357.0%
+3,455.0%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -1.3% |
| 7D | +1.3% | -1.3% | +2.6% | +1.4% |
| 30D | +17.1% | +20.3% | -3.1% | +16.8% |
| 3M | +25.9% | +8.1% | +17.8% | +25.7% |
| 6M | +26.8% | -8.8% | +35.6% | +26.9% |
| YTD | +44.9% | +10.1% | +34.9% | +44.5% |
| 1Y | +84.8% | +44.2% | +40.6% | +83.5% |
| 3Y | +50.1% | +533.0% | -482.9% | +45.3% |
| 5Y | +127.4% | +443.0% | -315.6% | +120.0% |
| 10Y | +240.0% | +678.6% | -438.6% | +225.2% |
| All | +3,812.0% | +357.0% | +3,455.0% | +3,825.9% |
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