+61,756.5%
SU vs KGC
+346.4%
+61,410.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.3% | +3.2% | +1.4% |
| 7D | -1.0% | +2.4% | -3.4% | -1.6% |
| 30D | +13.7% | +9.2% | +4.5% | +10.8% |
| 3M | +8.0% | +16.7% | -8.7% | +2.6% |
| 6M | +21.0% | -7.0% | +28.0% | +19.8% |
| YTD | +56.2% | +7.5% | +48.8% | +47.9% |
| 1Y | +72.2% | +34.4% | +37.8% | +52.6% |
| 3Y | +118.1% | +552.0% | -433.9% | +25.2% |
| 5Y | +350.3% | +454.5% | -104.2% | +159.5% |
| 10Y | +248.5% | +658.7% | -410.2% | +57.0% |
| All | +61,756.5% | +346.4% | +61,410.1% | +7,860.8% |
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