-7.7%
SHOP vs KGC
-14.2%
+6.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.8% | +2.2% | -2.0% |
| 7D | +2.8% | +8.0% | -5.2% | +0.8% |
| 30D | -14.2% | -9.3% | -4.9% | -12.3% |
| 3M | -5.5% | -21.3% | +15.8% | -0.4% |
| 6M | +32.8% | -31.5% | +64.3% | +42.4% |
| YTD | -8.9% | -23.2% | +14.3% | -6.8% |
| 1Y | -7.7% | -15.0% | +7.3% | -8.9% |
| All | -7.7% | -14.2% | +6.5% | -8.9% |
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