+43,429.5%
SBUX vs KGC
+819.8%
+42,609.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.5% | +1.1% | -2.3% |
| 7D | +1.0% | -4.1% | +5.1% | +1.2% |
| 30D | +16.6% | -11.6% | +28.2% | +17.0% |
| 3M | -0.6% | -24.5% | +24.0% | +0.2% |
| 6M | +1.8% | -34.6% | +36.4% | +2.9% |
| YTD | +29.7% | -26.2% | +55.8% | +30.4% |
| 1Y | +26.1% | -20.1% | +46.2% | +26.4% |
| 3Y | +10.3% | +312.4% | -302.1% | +4.8% |
| 5Y | +7.6% | +224.9% | -217.3% | +2.4% |
| 10Y | +146.7% | +608.7% | -462.0% | +128.2% |
| All | +43,429.5% | +819.8% | +42,609.7% | +40,206.3% |
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