+20,415.5%
SOXL vs KGC
+94.3%
+20,321.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.3% | +7.4% | +5.9% |
| 7D | +16.4% | +2.4% | +13.9% | +15.2% |
| 30D | -12.1% | +9.2% | -21.3% | -15.1% |
| 3M | -41.7% | +16.7% | -58.4% | -44.6% |
| 6M | +157.4% | -7.0% | +164.4% | +168.9% |
| YTD | +193.3% | +7.5% | +185.8% | +193.1% |
| 1Y | +355.3% | +34.4% | +321.0% | +326.8% |
| 3Y | +484.2% | +552.0% | -67.8% | +245.6% |
| 5Y | +182.7% | +454.5% | -271.9% | +72.7% |
| 10Y | +4,692.2% | +658.7% | +4,033.6% | +2,549.2% |
| All | +20,415.5% | +94.3% | +20,321.1% | +20,450.6% |
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 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