+16,011.1%
STX vs KGC
+538.1%
+15,473.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.3% | +8.6% | +6.6% |
| 7D | +2.4% | -1.3% | +3.6% | +2.5% |
| 30D | +1.4% | +20.3% | -18.9% | -1.4% |
| 3M | -8.2% | +8.1% | -16.3% | -9.5% |
| 6M | +127.0% | -8.8% | +135.8% | +128.1% |
| YTD | +209.1% | +10.1% | +199.1% | +202.9% |
| 1Y | +365.4% | +44.2% | +321.2% | +341.0% |
| 3Y | +1,135.4% | +533.0% | +602.4% | +866.3% |
| 5Y | +991.5% | +443.0% | +548.5% | +753.4% |
| 10Y | +3,695.8% | +678.6% | +3,017.3% | +2,564.4% |
| All | +16,011.1% | +538.1% | +15,473.0% | +12,207.4% |
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