-49.3%
SOUN vs KGC
+43.6%
-92.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.3% | +1.0% |
| 7D | -5.2% | -1.3% | -3.9% | -4.8% |
| 30D | +4.8% | +20.3% | -15.5% | -3.8% |
| 3M | -15.9% | +8.1% | -23.9% | -19.4% |
| 6M | -17.4% | -8.8% | -8.6% | -16.5% |
| YTD | -32.4% | +10.1% | -42.5% | -38.3% |
| 1Y | -49.3% | +44.2% | -93.5% | -57.0% |
| All | -49.3% | +43.6% | -92.9% | -57.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling