+52.5%
SOXX vs KGC
-5.3%
+57.8%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +7.5% | -10.6% | -5.6% |
| 7D | -13.7% | -6.8% | -6.9% | -11.8% |
| 30D | -23.6% | -9.2% | -14.4% | -21.2% |
| 3M | -16.9% | -9.1% | -7.8% | -16.0% |
| 6M | -2.4% | -25.7% | +23.2% | +5.8% |
| YTD | +49.8% | -23.6% | +73.5% | +53.8% |
| 1Y | +52.5% | -4.3% | +56.8% | +37.5% |
| All | +52.5% | -5.3% | +57.8% | +37.5% |
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