+7,256.1%
QLD vs KGC
+170.7%
+7,085.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +0.8% | -13.5% | -12.9% |
| 7D | -18.6% | 0.0% | -18.5% | -18.6% |
| 30D | -28.3% | -9.3% | -19.0% | -27.1% |
| 3M | -20.4% | -15.9% | -4.5% | -18.3% |
| 6M | -14.3% | -24.9% | +10.6% | -10.4% |
| YTD | +2.8% | -23.0% | +25.8% | +6.2% |
| 1Y | -1.2% | -9.9% | +8.7% | -0.7% |
| 3Y | +135.3% | +301.2% | -165.9% | +79.0% |
| 5Y | +62.6% | +278.5% | -216.0% | +22.4% |
| 10Y | +1,384.3% | +484.3% | +900.0% | +880.0% |
| All | +7,256.1% | +170.7% | +7,085.5% | +4,073.9% |
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