+194.9%
SO vs KGC
+506.2%
-311.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.8% | +5.9% | +0.6% |
| 7D | -0.1% | +8.0% | -8.1% | -0.8% |
| 30D | +8.7% | -9.3% | +18.0% | +9.4% |
| 3M | +3.4% | -21.3% | +24.7% | +5.0% |
| 6M | +3.7% | -31.5% | +35.2% | +6.3% |
| YTD | +10.0% | -23.2% | +33.3% | +11.0% |
| 1Y | +6.6% | -15.0% | +21.6% | +6.4% |
| 3Y | +52.5% | +328.7% | -276.2% | +27.7% |
| 5Y | +76.1% | +262.9% | -186.8% | +47.1% |
| 10Y | +194.9% | +568.9% | -374.0% | +129.1% |
| All | +194.9% | +506.2% | -311.3% | +129.1% |
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 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