+444.4%
MTZ vs KGC
+567.0%
-122.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.3% | +4.9% | +4.7% |
| 7D | +12.9% | +0.2% | +12.6% | +12.9% |
| 30D | -8.5% | -8.8% | +0.3% | -7.6% |
| 3M | -30.6% | -21.1% | -9.5% | -28.7% |
| 6M | -55.1% | -32.3% | -22.8% | -53.0% |
| YTD | -13.0% | -23.5% | +10.5% | -11.0% |
| 1Y | -4.3% | -15.0% | +10.7% | -3.4% |
| 3Y | +284.0% | +327.5% | -43.5% | +218.2% |
| 5Y | +97.7% | +244.3% | -146.6% | +61.5% |
| 10Y | +444.4% | +634.8% | -190.3% | +359.8% |
| All | +444.4% | +567.0% | -122.6% | +359.8% |
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