+475.8%
NDAQ vs KGC
+506.2%
-30.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.8% | +7.2% | +1.8% |
| 7D | +2.9% | +8.0% | -5.2% | +2.2% |
| 30D | +17.5% | -9.3% | +26.8% | +18.2% |
| 3M | +15.4% | -21.3% | +36.8% | +17.2% |
| 6M | +24.6% | -31.5% | +56.1% | +27.4% |
| YTD | +14.4% | -23.2% | +37.7% | +15.4% |
| 1Y | +26.9% | -15.0% | +42.0% | +27.0% |
| 3Y | +119.8% | +328.7% | -208.9% | +90.8% |
| 5Y | +70.5% | +262.9% | -192.4% | +47.1% |
| 10Y | +475.8% | +568.9% | -93.1% | +400.8% |
| All | +475.8% | +506.2% | -30.4% | +400.8% |
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