+2,274.1%
MTZ vs KGC
+229.2%
+2,044.8%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +3.0% | +6.5% | +9.4% |
| 7D | -6.4% | +10.5% | -16.9% | -6.9% |
| 30D | -22.1% | -4.1% | -18.0% | -22.0% |
| 3M | -32.7% | -13.1% | -19.6% | -32.4% |
| 6M | -59.8% | -27.5% | -32.3% | -59.3% |
| YTD | -19.9% | -20.7% | +0.8% | -19.4% |
| 1Y | -11.5% | -6.1% | -5.4% | -11.5% |
| 3Y | +258.1% | +318.6% | -60.5% | +235.4% |
| 5Y | +85.5% | +289.9% | -204.4% | +73.0% |
| 10Y | +492.2% | +501.8% | -9.7% | +437.8% |
| All | +2,274.1% | +229.2% | +2,044.8% | +2,509.6% |
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 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