+5,620.1%
SNPS vs KGC
+963.7%
+4,656.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.0% | -0.7% | +2.2% |
| 7D | -3.7% | +10.5% | -14.1% | -4.0% |
| 30D | -10.4% | -4.1% | -6.3% | -10.3% |
| 3M | +11.0% | -13.1% | +24.0% | +11.3% |
| 6M | -10.7% | -27.5% | +16.8% | -10.0% |
| YTD | -4.1% | -20.7% | +16.6% | -3.7% |
| 1Y | +13.7% | -6.1% | +19.8% | +13.6% |
| 3Y | -8.1% | +318.6% | -326.7% | -12.3% |
| 5Y | +32.2% | +289.9% | -257.7% | +25.7% |
| 10Y | +681.4% | +501.8% | +179.5% | +632.7% |
| All | +5,620.1% | +963.7% | +4,656.4% | +5,805.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling