+46.0%
ON vs KGC
+33.7%
+12.3%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | -1.9% | -0.1% | -1.8% | -1.9% |
| 30D | -11.0% | +10.5% | -21.5% | -13.8% |
| 3M | -39.3% | +19.8% | -59.1% | -42.8% |
| 6M | +19.8% | -6.7% | +26.5% | +18.9% |
| YTD | +31.1% | +7.8% | +23.3% | +26.6% |
| 1Y | +46.0% | +35.7% | +10.3% | +40.4% |
| All | +46.0% | +33.7% | +12.3% | +40.4% |
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