-11.6%
SHOP vs KGC
+33.7%
-45.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.3% | -5.7% | -5.5% |
| 7D | -10.6% | -0.1% | -10.5% | -10.6% |
| 30D | -18.3% | +10.5% | -28.8% | -20.3% |
| 3M | +14.8% | +19.8% | -5.0% | +9.3% |
| 6M | -5.0% | -6.7% | +1.6% | -5.7% |
| YTD | -21.2% | +7.8% | -29.0% | -24.5% |
| 1Y | -11.6% | +35.7% | -47.3% | -19.2% |
| All | -11.6% | +33.7% | -45.3% | -19.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling