+1,253.2%
SMH vs KGC
+1,029.1%
+224.1%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.3% | +4.9% | +2.7% |
| 7D | +2.5% | -1.3% | +3.8% | +2.6% |
| 30D | -0.5% | +20.3% | -20.7% | -1.6% |
| 3M | -9.6% | +8.1% | -17.7% | -10.2% |
| 6M | +42.1% | -8.8% | +50.8% | +42.5% |
| YTD | +57.4% | +10.1% | +47.4% | +56.1% |
| 1Y | +96.2% | +44.2% | +52.0% | +91.7% |
| 3Y | +267.9% | +533.0% | -265.1% | +232.5% |
| 5Y | +327.7% | +443.0% | -115.3% | +286.0% |
| 10Y | +1,764.6% | +678.6% | +1,086.1% | +1,544.0% |
| All | +1,253.2% | +1,029.1% | +224.1% | +1,130.2% |
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 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