+47.6%
ON vs KGC
-20.2%
+67.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.2% | -3.9% | -3.7% |
| 7D | +12.2% | -6.7% | +18.9% | +14.5% |
| 30D | -3.1% | -6.7% | +3.5% | -1.4% |
| 3M | -12.9% | -22.6% | +9.7% | -6.9% |
| 6M | -38.6% | -33.4% | -5.2% | -32.1% |
| YTD | +31.2% | -26.0% | +57.2% | +41.9% |
| 1Y | +47.6% | -18.3% | +65.9% | +58.3% |
| All | +47.6% | -20.2% | +67.8% | +58.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling