+2,327.9%
NDAQ vs KGC
+433.2%
+1,894.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.4% | -1.6% |
| 7D | -2.4% | -1.3% | -1.2% | -2.3% |
| 30D | +2.5% | +20.3% | -17.8% | +0.6% |
| 3M | +9.9% | +8.1% | +1.8% | +8.8% |
| 6M | +9.4% | -8.8% | +18.2% | +9.6% |
| YTD | +0.4% | +10.1% | -9.6% | -1.5% |
| 1Y | +4.0% | +44.2% | -40.2% | -0.9% |
| 3Y | +94.4% | +533.0% | -438.6% | +58.5% |
| 5Y | +56.7% | +443.0% | -386.3% | +27.6% |
| 10Y | +375.3% | +678.6% | -303.3% | +256.2% |
| All | +2,327.9% | +433.2% | +1,894.7% | +1,627.8% |
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 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