+51,606.2%
SCHW vs KGC
+328.3%
+51,277.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.3% | +5.0% | +0.8% |
| 7D | -2.8% | -8.4% | +5.7% | -2.7% |
| 30D | -0.1% | +6.3% | -6.4% | -0.1% |
| 3M | +20.6% | +22.4% | -1.9% | +20.4% |
| 6M | +15.9% | -11.4% | +27.4% | +16.0% |
| YTD | +8.5% | +3.1% | +5.3% | +8.4% |
| 1Y | +17.8% | +26.6% | -8.8% | +17.6% |
| 3Y | +88.5% | +525.6% | -437.0% | +86.4% |
| 5Y | +60.6% | +451.7% | -391.0% | +58.7% |
| 10Y | +298.0% | +675.3% | -377.3% | +292.2% |
| All | +51,606.2% | +328.3% | +51,277.9% | +58,801.6% |
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