-50.9%
OPEN vs KGC
+33.7%
-84.6%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.5% | -2.4% |
| 7D | -2.9% | -0.1% | -2.8% | -2.9% |
| 30D | -13.8% | +10.5% | -24.3% | -17.0% |
| 3M | -30.9% | +19.8% | -50.7% | -35.8% |
| 6M | -40.9% | -6.7% | -34.3% | -40.4% |
| YTD | -48.5% | +7.8% | -56.3% | -51.9% |
| 1Y | -50.9% | +35.7% | -86.6% | -49.6% |
| All | -50.9% | +33.7% | -84.6% | -49.6% |
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