+3,690.5%
REGN vs KGC
+1,024.3%
+2,666.3%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.3% | +2.5% | -1.6% |
| 7D | -6.0% | -8.4% | +2.5% | -5.6% |
| 30D | -0.4% | +6.3% | -6.7% | -0.6% |
| 3M | +32.0% | +22.4% | +9.6% | +30.9% |
| 6M | +3.0% | -11.4% | +14.4% | +3.3% |
| YTD | +3.2% | +3.1% | 0.0% | +2.7% |
| 1Y | +43.4% | +26.6% | +16.8% | +41.6% |
| 3Y | -3.6% | +525.6% | -529.2% | -10.8% |
| 5Y | +23.1% | +451.7% | -428.6% | +13.7% |
| 10Y | +108.3% | +675.3% | -567.0% | +87.2% |
| All | +3,690.5% | +1,024.3% | +2,666.3% | +2,566.8% |
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