+2,715.8%
MSCI vs KGC
+48.2%
+2,667.7%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.0% | -5.3% | -2.6% |
| 7D | +2.8% | +10.5% | -7.7% | +1.8% |
| 30D | +15.4% | -4.1% | +19.5% | +15.7% |
| 3M | +13.4% | -13.1% | +26.5% | +14.4% |
| 6M | +10.9% | -27.5% | +38.5% | +13.5% |
| YTD | +13.0% | -20.7% | +33.7% | +13.7% |
| 1Y | +12.0% | -6.1% | +18.1% | +10.7% |
| 3Y | +34.1% | +318.6% | -284.5% | +11.3% |
| 5Y | +3.9% | +289.9% | -286.0% | -14.6% |
| 10Y | +802.0% | +501.8% | +300.2% | +582.7% |
| All | +2,715.8% | +48.2% | +2,667.7% | +1,982.9% |
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