+5,491.2%
SNPS vs KGC
+932.6%
+4,558.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.8% | -5.7% | -4.9% |
| 7D | -10.2% | 0.0% | -10.1% | -10.2% |
| 30D | -12.8% | -9.3% | -3.5% | -12.6% |
| 3M | +9.9% | -15.9% | +25.7% | +10.4% |
| 6M | -12.4% | -24.9% | +12.5% | -11.8% |
| YTD | -6.3% | -23.0% | +16.8% | -5.8% |
| 1Y | +7.6% | -9.9% | +17.6% | +7.7% |
| 3Y | -9.8% | +301.2% | -311.0% | -13.8% |
| 5Y | +29.2% | +278.5% | -249.3% | +23.0% |
| 10Y | +663.8% | +484.3% | +179.5% | +616.9% |
| All | +5,491.2% | +932.6% | +4,558.6% | +5,678.1% |
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