+1,579.9%
T vs KGC
+229.2%
+1,350.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.0% | -3.9% | -0.9% |
| 7D | +1.0% | +10.5% | -9.5% | +0.8% |
| 30D | -10.6% | -4.1% | -6.6% | -10.6% |
| 3M | -7.7% | -13.1% | +5.3% | -7.5% |
| 6M | -13.3% | -27.5% | +14.2% | -12.8% |
| YTD | -8.8% | -20.7% | +11.9% | -8.6% |
| 1Y | -8.4% | -6.1% | -2.3% | -8.7% |
| 3Y | +59.6% | +318.6% | -259.0% | +52.4% |
| 5Y | +52.1% | +289.9% | -237.9% | +44.8% |
| 10Y | +56.9% | +501.8% | -445.0% | +46.3% |
| All | +1,579.9% | +229.2% | +1,350.6% | +1,463.1% |
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