+8,007.1%
SWKS vs KGC
+357.0%
+7,650.1%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.3% | +5.8% | +3.6% |
| 7D | +12.5% | -1.3% | +13.8% | +12.6% |
| 30D | +10.5% | +20.3% | -9.8% | +9.6% |
| 3M | -7.4% | +8.1% | -15.5% | -7.8% |
| 6M | +32.7% | -8.8% | +41.4% | +32.8% |
| YTD | +19.2% | +10.1% | +9.1% | +18.3% |
| 1Y | +2.4% | +44.2% | -41.8% | +0.4% |
| 3Y | -25.6% | +533.0% | -558.6% | -31.4% |
| 5Y | -53.4% | +443.0% | -496.4% | -57.1% |
| 10Y | +23.2% | +678.6% | -655.4% | +11.3% |
| All | +8,007.1% | +357.0% | +7,650.1% | +9,180.6% |
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