-84.0%
OPEN vs KGC
+450.1%
-534.1%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +1.4% |
| 7D | -4.3% | -1.3% | -3.0% | -3.9% |
| 30D | -16.2% | +20.3% | -36.5% | -21.2% |
| 3M | -36.4% | +8.1% | -44.4% | -38.3% |
| 6M | -35.5% | -8.8% | -26.7% | -34.6% |
| YTD | -46.0% | +10.1% | -56.0% | -48.7% |
| 1Y | -47.1% | +44.2% | -91.4% | -54.2% |
| 3Y | -19.0% | +533.0% | -552.1% | -57.8% |
| All | -84.0% | +450.1% | -534.1% | -90.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling