+43,351.9%
SBUX vs KGC
+822.0%
+42,529.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | +1.6% | -6.7% | +8.2% | +1.8% |
| 30D | +14.8% | -6.7% | +21.5% | +15.0% |
| 3M | -0.8% | -22.6% | +21.8% | -0.1% |
| 6M | +2.2% | -33.4% | +35.7% | +3.3% |
| YTD | +29.5% | -26.0% | +55.4% | +30.2% |
| 1Y | +27.0% | -18.3% | +45.3% | +27.3% |
| 3Y | +10.9% | +315.8% | -304.9% | +5.4% |
| 5Y | +7.4% | +225.7% | -218.3% | +2.2% |
| 10Y | +146.3% | +610.5% | -464.2% | +127.7% |
| All | +43,351.9% | +822.0% | +42,529.9% | +40,131.5% |
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