+28.4%
SNPS vs KGC
+274.9%
-246.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.8% | -5.7% | -5.0% |
| 7D | -10.2% | 0.0% | -10.1% | -10.2% |
| 30D | -12.8% | -9.3% | -3.5% | -11.7% |
| 3M | +9.9% | -15.9% | +25.7% | +12.2% |
| 6M | -12.4% | -24.9% | +12.5% | -9.4% |
| YTD | -6.3% | -23.0% | +16.8% | -4.3% |
| 1Y | +7.6% | -9.9% | +17.6% | +7.1% |
| 3Y | -9.8% | +301.2% | -311.0% | -32.7% |
| All | +28.4% | +274.9% | -246.5% | -6.6% |
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