-71.4%
OPEN vs KGC
-5.3%
-66.1%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +7.5% | +6.3% | +10.0% |
| 7D | +3.7% | -6.8% | +10.5% | +7.2% |
| 30D | -14.3% | -9.2% | -5.1% | -10.4% |
| 3M | -51.9% | -9.1% | -42.8% | -50.3% |
| 6M | -61.4% | -25.7% | -35.8% | -56.3% |
| YTD | -66.0% | -23.6% | -42.4% | -68.8% |
| 1Y | -71.4% | -4.3% | -67.1% | -81.9% |
| All | -71.4% | -5.3% | -66.1% | -81.9% |
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 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