+6,288.2%
MS vs KGC
+910.2%
+5,378.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.5% | +0.3% |
| 7D | +1.4% | -1.3% | +2.7% | +1.4% |
| 30D | -0.3% | +20.3% | -20.5% | -0.9% |
| 3M | +0.3% | +8.1% | -7.8% | -0.1% |
| 6M | +31.3% | -8.8% | +40.1% | +31.5% |
| YTD | +24.7% | +10.1% | +14.6% | +23.9% |
| 1Y | +47.9% | +44.2% | +3.7% | +45.7% |
| 3Y | +178.3% | +533.0% | -354.7% | +161.4% |
| 5Y | +144.9% | +443.0% | -298.1% | +129.7% |
| 10Y | +804.5% | +678.6% | +126.0% | +730.8% |
| All | +6,288.2% | +910.2% | +5,378.0% | +6,807.9% |
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