+8,652.1%
STX vs KGC
+359.7%
+8,292.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.0% | -4.2% | -1.6% |
| 7D | -28.5% | +10.5% | -39.0% | -29.5% |
| 30D | -42.9% | -4.1% | -38.9% | -42.7% |
| 3M | -45.9% | -13.1% | -32.8% | -45.3% |
| 6M | -41.3% | -27.5% | -13.7% | -39.3% |
| YTD | +67.9% | -20.7% | +88.7% | +71.1% |
| 1Y | +66.5% | -6.1% | +72.6% | +66.2% |
| 3Y | +588.0% | +318.6% | +269.4% | +465.6% |
| 5Y | +449.1% | +289.9% | +159.1% | +346.9% |
| 10Y | +1,982.8% | +501.8% | +1,481.0% | +1,411.5% |
| All | +8,652.1% | +359.7% | +8,292.4% | +6,851.8% |
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