+660.9%
SNPS vs KGC
+637.7%
+23.3%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.9% | -1.6% |
| 7D | +1.1% | -6.7% | +7.7% | +1.8% |
| 30D | -5.2% | -6.7% | +1.5% | -4.5% |
| 3M | +10.6% | -22.6% | +33.1% | +13.3% |
| 6M | -10.6% | -33.4% | +22.8% | -7.2% |
| YTD | -3.1% | -26.0% | +22.9% | -1.1% |
| 1Y | +15.6% | -18.3% | +33.9% | +16.7% |
| 3Y | -12.9% | +315.8% | -328.7% | -27.2% |
| 5Y | +31.2% | +225.7% | -194.5% | +9.4% |
| All | +660.9% | +637.7% | +23.3% | +531.2% |
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 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