+5.6%
MSCI vs KGC
+236.1%
-230.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.5% | +2.0% | -1.2% |
| 7D | -0.7% | -4.1% | +3.4% | -0.3% |
| 30D | +16.2% | -11.6% | +27.8% | +17.4% |
| 3M | +16.1% | -24.5% | +40.7% | +18.9% |
| 6M | +12.9% | -34.6% | +47.5% | +17.2% |
| YTD | +14.8% | -26.2% | +41.0% | +15.9% |
| 1Y | +13.8% | -20.1% | +33.9% | +13.4% |
| 3Y | +31.2% | +312.4% | -281.1% | -7.1% |
| 5Y | +5.6% | +224.9% | -219.4% | -19.6% |
| All | +5.6% | +236.1% | -230.5% | -19.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling