+286.8%
SMH vs KGC
+548.3%
-261.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | 0.0% |
| 7D | +4.3% | -0.1% | +4.4% | +4.3% |
| 30D | +0.9% | +10.5% | -9.6% | -1.7% |
| 3M | -2.8% | +19.8% | -22.6% | -7.3% |
| 6M | +45.6% | -6.7% | +52.3% | +45.8% |
| YTD | +59.5% | +7.8% | +51.7% | +54.4% |
| 1Y | +93.4% | +35.7% | +57.8% | +78.5% |
| All | +286.8% | +548.3% | -261.4% | +183.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling