+691.2%
SNPS vs KGC
+496.6%
+194.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.7% | +0.9% | +3.4% |
| 7D | +0.2% | +11.1% | -10.9% | -1.0% |
| 30D | -8.4% | -3.7% | -4.7% | -8.1% |
| 3M | +12.3% | -17.2% | +29.5% | +14.2% |
| 6M | -9.6% | -27.3% | +17.7% | -7.1% |
| YTD | -0.6% | -18.5% | +17.9% | +0.4% |
| 1Y | +18.7% | -5.7% | +24.4% | +18.0% |
| 3Y | -7.6% | +336.5% | -344.0% | -22.9% |
| 5Y | +34.1% | +298.7% | -264.6% | +10.2% |
| 10Y | +691.2% | +538.5% | +152.7% | +553.9% |
| All | +691.2% | +496.6% | +194.6% | +553.9% |
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