+42,297.2%
SBUX vs KGC
+1,271.0%
+41,026.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -1.2% |
| 7D | -3.1% | -1.3% | -1.9% | -3.1% |
| 30D | -0.9% | +20.3% | -21.2% | -1.5% |
| 3M | +11.6% | +8.1% | +3.5% | +11.2% |
| 6M | +8.8% | -8.8% | +17.6% | +8.9% |
| YTD | +26.3% | +10.1% | +16.3% | +25.6% |
| 1Y | +23.1% | +44.2% | -21.1% | +21.3% |
| 3Y | +15.0% | +533.0% | -518.1% | +7.9% |
| 5Y | +0.4% | +443.0% | -442.6% | -5.8% |
| 10Y | +130.7% | +678.6% | -547.9% | +112.2% |
| All | +42,297.2% | +1,271.0% | +41,026.2% | +38,714.1% |
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