-85.6%
SMR vs KGC
-5.3%
-80.3%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +7.5% | -11.9% | -9.0% |
| 7D | -9.5% | -6.8% | -2.7% | -6.2% |
| 30D | -33.2% | -9.2% | -24.0% | -29.4% |
| 3M | -45.9% | -9.1% | -36.8% | -44.4% |
| 6M | -57.9% | -25.7% | -32.2% | -50.1% |
| YTD | -63.8% | -23.6% | -40.2% | -62.0% |
| 1Y | -85.6% | -4.3% | -81.3% | -88.2% |
| All | -85.6% | -5.3% | -80.3% | -88.2% |
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 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