+8,524.1%
SHOP vs KGC
+857.8%
+7,666.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.8% | +2.2% | -2.9% |
| 7D | +2.8% | +8.0% | -5.2% | +1.9% |
| 30D | -14.2% | -9.3% | -4.9% | -13.2% |
| 3M | -5.5% | -21.3% | +15.8% | -3.0% |
| 6M | +32.8% | -31.5% | +64.3% | +38.0% |
| YTD | -8.9% | -23.2% | +14.3% | -6.9% |
| 1Y | -7.7% | -15.0% | +7.3% | -6.7% |
| 3Y | +139.0% | +328.7% | -189.7% | +101.6% |
| 5Y | -0.5% | +262.9% | -263.4% | -16.6% |
| 10Y | +3,557.0% | +568.9% | +2,988.1% | +3,023.5% |
| All | +8,524.1% | +857.8% | +7,666.3% | +7,187.1% |
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