+34.2%
MTZ vs KGC
+37.7%
-3.5%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.3% | +4.4% | +2.7% |
| 7D | -1.6% | -1.3% | -0.3% | -1.4% |
| 30D | -11.1% | +20.3% | -31.4% | -15.6% |
| 3M | -36.7% | +8.1% | -44.8% | -38.7% |
| 6M | -21.9% | -8.8% | -13.2% | -22.3% |
| YTD | +9.1% | +10.1% | -0.9% | +1.8% |
| All | +34.2% | +37.7% | -3.5% | +14.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling