+9,127.5%
QLD vs KGC
+287.0%
+8,840.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.6% | +0.7% |
| 7D | +0.6% | -1.3% | +1.8% | +0.8% |
| 30D | -0.1% | +20.3% | -20.4% | -3.6% |
| 3M | -8.4% | +8.1% | -16.4% | -9.9% |
| 6M | +32.2% | -8.8% | +41.0% | +33.6% |
| YTD | +28.9% | +10.1% | +18.8% | +25.3% |
| 1Y | +43.8% | +44.2% | -0.4% | +32.8% |
| 3Y | +176.6% | +533.0% | -356.4% | +94.4% |
| 5Y | +121.6% | +443.0% | -321.4% | +56.6% |
| 10Y | +1,652.9% | +678.6% | +974.4% | +996.9% |
| All | +9,127.5% | +287.0% | +8,840.5% | +4,825.0% |
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 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