-59.8%
SMR vs KGC
-33.5%
-26.4%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -3.5% | -4.3% | -5.6% |
| 7D | +10.3% | -4.1% | +14.4% | +13.7% |
| 30D | -25.7% | -11.6% | -14.1% | -19.6% |
| 3M | -49.7% | -24.5% | -25.2% | -40.7% |
| 6M | -59.8% | -34.6% | -25.3% | -43.5% |
| All | -59.8% | -33.5% | -26.4% | -43.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling