+260.6%
SNDU vs KGC
-5.8%
+266.4%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -2.3% | +25.9% | +25.5% |
| 7D | +35.2% | -1.3% | +36.4% | +35.6% |
| 30D | +50.8% | +20.3% | +30.5% | +20.1% |
| 3M | -43.2% | +8.1% | -51.3% | -48.5% |
| All | +260.6% | -5.8% | +266.4% | +266.2% |
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 · Available span rolling