+820.4%
MSCI vs KGC
+567.0%
+253.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.7% |
| 7D | -1.9% | +0.2% | -2.1% | -2.0% |
| 30D | +16.5% | -8.8% | +25.3% | +17.2% |
| 3M | +18.2% | -21.1% | +39.3% | +20.1% |
| 6M | +14.0% | -32.3% | +46.3% | +17.0% |
| YTD | +16.6% | -23.5% | +40.0% | +17.5% |
| 1Y | +14.8% | -15.0% | +29.8% | +14.4% |
| 3Y | +33.3% | +327.5% | -294.3% | +10.0% |
| 5Y | +9.1% | +244.3% | -235.2% | -10.4% |
| 10Y | +820.4% | +634.8% | +185.6% | +662.6% |
| All | +820.4% | +567.0% | +253.3% | +662.6% |
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