+7,830.8%
PWR vs KGC
+130.8%
+7,700.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.8% | +4.4% | -1.0% |
| 7D | -11.2% | +8.0% | -19.3% | -11.8% |
| 30D | -17.4% | -9.3% | -8.1% | -16.9% |
| 3M | -11.7% | -21.3% | +9.6% | -10.5% |
| 6M | -21.7% | -31.5% | +9.8% | -19.9% |
| YTD | +38.3% | -23.2% | +61.5% | +39.8% |
| 1Y | +29.6% | -15.0% | +44.6% | +30.1% |
| 3Y | +236.1% | +328.7% | -92.6% | +199.4% |
| 5Y | +406.3% | +262.9% | +143.5% | +350.8% |
| 10Y | +1,796.7% | +568.9% | +1,227.8% | +1,468.9% |
| All | +7,830.8% | +130.8% | +7,700.0% | +7,234.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling