-17.1%
OPEN vs KGC
+562.0%
-579.1%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +1.5% |
| 7D | -4.3% | -1.3% | -3.0% | -3.8% |
| 30D | -16.2% | +20.3% | -36.5% | -21.8% |
| 3M | -36.4% | +8.1% | -44.4% | -38.5% |
| 6M | -35.5% | -8.8% | -26.7% | -34.5% |
| YTD | -46.0% | +10.1% | -56.0% | -49.2% |
| 1Y | -47.1% | +44.2% | -91.4% | -55.2% |
| All | -17.1% | +562.0% | -579.1% | -66.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling