+1,570.9%
QQQ vs KGC
+418.8%
+1,152.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +0.3% |
| 7D | +0.4% | -1.3% | +1.6% | +0.4% |
| 30D | +0.2% | +20.3% | -20.0% | -0.5% |
| 3M | -2.8% | +8.1% | -10.9% | -3.2% |
| 6M | +18.0% | -8.8% | +26.8% | +18.1% |
| YTD | +17.3% | +10.1% | +7.3% | +16.6% |
| 1Y | +25.6% | +44.2% | -18.6% | +23.6% |
| 3Y | +93.7% | +533.0% | -439.3% | +81.2% |
| 5Y | +94.2% | +443.0% | -348.8% | +81.3% |
| 10Y | +557.9% | +678.6% | -120.7% | +506.0% |
| All | +1,570.9% | +418.8% | +1,152.2% | +1,588.3% |
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