+86.2%
SU vs KGC
-5.3%
+91.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +7.5% | -12.0% | -4.1% |
| 7D | -7.1% | -6.8% | -0.3% | -7.2% |
| 30D | +4.8% | -9.2% | +13.9% | +4.6% |
| 3M | +12.5% | -9.1% | +21.6% | +12.2% |
| 6M | +6.5% | -25.7% | +32.1% | +6.2% |
| YTD | +65.8% | -23.6% | +89.4% | +61.5% |
| 1Y | +86.2% | -4.3% | +90.4% | +72.3% |
| All | +86.2% | -5.3% | +91.5% | +72.3% |
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