+574.2%
SNPS vs KGC
+678.3%
-104.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.3% |
| 7D | -5.5% | -0.1% | -5.4% | -5.5% |
| 30D | -4.5% | +10.5% | -15.0% | -5.5% |
| 3M | -15.5% | +19.8% | -35.3% | -17.3% |
| 6M | -10.1% | -6.7% | -3.4% | -10.0% |
| YTD | -16.3% | +7.8% | -24.1% | -17.7% |
| 1Y | -34.9% | +35.7% | -70.6% | -37.8% |
| 3Y | -14.4% | +553.7% | -568.0% | -31.2% |
| 5Y | +17.9% | +461.7% | -443.8% | -5.8% |
| 10Y | +574.2% | +710.2% | -135.9% | +446.5% |
| All | +574.2% | +678.3% | -104.1% | +446.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling