+295.5%
SPGI vs KGC
+645.2%
-349.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.3% | -0.9% | -3.0% |
| 7D | -2.5% | +2.4% | -4.9% | -2.7% |
| 30D | +5.4% | +9.2% | -3.8% | +4.6% |
| 3M | +9.0% | +16.7% | -7.7% | +7.5% |
| 6M | +0.8% | -7.0% | +7.8% | +0.8% |
| YTD | -12.6% | +7.5% | -20.1% | -14.0% |
| 1Y | -16.1% | +34.4% | -50.5% | -19.4% |
| 3Y | +19.0% | +552.0% | -533.0% | -2.4% |
| 5Y | +5.1% | +454.5% | -449.5% | -14.2% |
| 10Y | +295.5% | +658.7% | -363.2% | +231.7% |
| All | +295.5% | +645.2% | -349.7% | +231.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling