+12,981.4%
TDG vs KGC
+259.4%
+12,722.0%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.3% | +0.9% | -1.3% |
| 7D | -0.9% | +2.4% | -3.4% | -1.1% |
| 30D | -6.5% | +9.2% | -15.8% | -7.3% |
| 3M | -5.1% | +16.7% | -21.8% | -6.5% |
| 6M | -11.5% | -7.0% | -4.5% | -11.5% |
| YTD | -13.9% | +7.5% | -21.4% | -15.1% |
| 1Y | -11.5% | +34.4% | -45.8% | -14.6% |
| 3Y | +53.7% | +552.0% | -498.3% | +28.3% |
| 5Y | +135.5% | +454.5% | -319.0% | +96.6% |
| 10Y | +535.2% | +658.7% | -123.5% | +394.5% |
| All | +12,981.4% | +259.4% | +12,722.0% | +9,271.1% |
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