+1,954.1%
MRVL vs KGC
+678.3%
+1,275.8%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.3% | +4.0% | +4.2% |
| 7D | +13.8% | -0.1% | +13.9% | +13.8% |
| 30D | +12.7% | +10.5% | +2.2% | +10.5% |
| 3M | -11.9% | +19.8% | -31.7% | -15.0% |
| 6M | +153.8% | -6.7% | +160.5% | +156.1% |
| YTD | +177.0% | +7.8% | +169.2% | +171.3% |
| 1Y | +252.3% | +35.7% | +216.7% | +230.6% |
| 3Y | +325.5% | +553.7% | -228.1% | +204.1% |
| 5Y | +290.9% | +461.7% | -170.8% | +177.7% |
| 10Y | +1,954.1% | +710.2% | +1,243.9% | +1,382.8% |
| All | +1,954.1% | +678.3% | +1,275.8% | +1,382.8% |
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