+2,550.6%
SOXX vs KGC
+1,247.7%
+1,302.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +1.8% |
| 7D | +1.4% | -5.6% | +7.0% | +1.8% |
| 30D | -3.6% | +6.1% | -9.7% | -4.1% |
| 3M | -10.2% | +17.3% | -27.5% | -11.4% |
| 6M | +54.2% | -10.3% | +64.5% | +55.1% |
| YTD | +75.2% | +3.9% | +71.4% | +74.1% |
| 1Y | +107.5% | +25.7% | +81.8% | +103.1% |
| 3Y | +226.8% | +526.0% | -299.2% | +184.9% |
| 5Y | +251.2% | +455.5% | -204.2% | +205.6% |
| 10Y | +1,567.6% | +680.7% | +886.9% | +1,300.4% |
| All | +2,550.6% | +1,247.7% | +1,302.9% | +3,309.2% |
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