+2,417.1%
MSCI vs KGC
+105.7%
+2,311.5%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | -0.1% |
| 7D | +0.4% | -1.3% | +1.7% | +0.5% |
| 30D | +0.6% | +20.3% | -19.7% | -1.4% |
| 3M | -7.1% | +8.1% | -15.2% | -8.1% |
| 6M | +0.8% | -8.8% | +9.6% | +0.9% |
| YTD | +1.0% | +10.1% | -9.1% | -1.2% |
| 1Y | +4.3% | +44.2% | -39.9% | -1.1% |
| 3Y | +9.9% | +533.0% | -523.1% | -12.2% |
| 5Y | -6.8% | +443.0% | -449.8% | -25.6% |
| 10Y | +614.7% | +678.6% | -63.9% | +428.2% |
| All | +2,417.1% | +105.7% | +2,311.5% | +1,709.5% |
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