+1,743.1%
MRVL vs KGC
+1,271.0%
+472.0%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -2.3% | +9.3% | +7.2% |
| 7D | +3.2% | -1.3% | +4.5% | +3.3% |
| 30D | +5.9% | +20.3% | -14.3% | +4.3% |
| 3M | -29.3% | +8.1% | -37.4% | -29.8% |
| 6M | +186.5% | -8.8% | +195.3% | +188.5% |
| YTD | +163.4% | +10.1% | +153.4% | +160.8% |
| 1Y | +249.5% | +44.2% | +205.3% | +238.1% |
| 3Y | +289.4% | +533.0% | -243.7% | +234.7% |
| 5Y | +270.2% | +443.0% | -172.8% | +218.7% |
| 10Y | +1,748.8% | +678.6% | +1,070.3% | +1,427.7% |
| All | +1,743.1% | +1,271.0% | +472.0% | +1,546.8% |
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 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