+8,434.7%
SHOP vs KGC
+1,273.4%
+7,161.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.7% | -0.3% |
| 7D | -5.1% | -1.3% | -3.8% | -4.9% |
| 30D | +0.6% | +20.3% | -19.7% | -1.6% |
| 3M | +25.0% | +8.1% | +17.0% | +23.6% |
| 6M | +11.9% | -8.8% | +20.7% | +12.4% |
| YTD | -9.9% | +10.1% | -19.9% | -11.5% |
| 1Y | 0.0% | +44.2% | -44.3% | -4.9% |
| 3Y | +117.5% | +533.0% | -415.5% | +75.4% |
| 5Y | -6.6% | +443.0% | -449.7% | -25.1% |
| 10Y | +3,320.3% | +678.6% | +2,641.8% | +2,684.0% |
| All | +8,434.7% | +1,273.4% | +7,161.3% | +6,824.1% |
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