+5,241.4%
O vs KGC
+47.1%
+5,194.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.0% | -3.8% | -0.9% |
| 7D | +3.7% | +10.5% | -6.8% | +3.2% |
| 30D | +11.2% | -4.1% | +15.2% | +11.3% |
| 3M | -4.0% | -13.1% | +9.1% | -3.5% |
| 6M | -5.2% | -27.5% | +22.3% | -4.1% |
| YTD | +9.5% | -20.7% | +30.2% | +10.0% |
| 1Y | +10.6% | -6.1% | +16.7% | +10.2% |
| 3Y | +38.1% | +318.6% | -280.5% | +27.4% |
| 5Y | +10.2% | +289.9% | -279.7% | +1.2% |
| 10Y | +71.4% | +501.8% | -430.4% | +51.5% |
| All | +5,241.4% | +47.1% | +5,194.2% | +4,708.3% |
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