+5,286.6%
O vs KGC
+42.4%
+5,244.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.8% | +5.8% | +0.3% |
| 7D | +3.5% | +8.0% | -4.5% | +3.2% |
| 30D | +10.4% | -9.3% | +19.7% | +10.8% |
| 3M | -2.4% | -21.3% | +18.9% | -1.5% |
| 6M | -1.2% | -31.5% | +30.3% | +0.2% |
| YTD | +10.4% | -23.2% | +33.6% | +11.1% |
| 1Y | +11.4% | -15.0% | +26.5% | +11.5% |
| 3Y | +40.4% | +328.7% | -288.3% | +29.3% |
| 5Y | +12.1% | +262.9% | -250.7% | +3.3% |
| 10Y | +82.7% | +568.9% | -486.2% | +60.9% |
| All | +5,286.6% | +42.4% | +5,244.2% | +4,755.9% |
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