+5.5%
SNOW vs KGC
+450.8%
-445.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | -0.1% |
| 7D | +4.9% | +2.4% | +2.5% | +4.5% |
| 30D | +1.5% | +9.2% | -7.7% | -0.2% |
| 3M | +39.5% | +16.7% | +22.8% | +34.9% |
| 6M | +85.9% | -7.0% | +92.9% | +86.0% |
| YTD | +52.9% | +7.5% | +45.5% | +47.6% |
| 1Y | +48.1% | +34.4% | +13.8% | +35.2% |
| 3Y | +102.2% | +552.0% | -449.8% | +23.6% |
| 5Y | +5.5% | +454.5% | -449.1% | -32.1% |
| All | +5.5% | +450.8% | -445.3% | -32.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling