+443.6%
TEAM vs KGC
+637.7%
-194.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.8% | -1.5% |
| 7D | -2.4% | -6.7% | +4.3% | -1.8% |
| 30D | -26.7% | -6.7% | -20.1% | -26.3% |
| 3M | -9.6% | -22.6% | +12.9% | -7.8% |
| 6M | +86.0% | -33.4% | +119.5% | +91.7% |
| YTD | -7.5% | -26.0% | +18.5% | -6.3% |
| 1Y | -1.4% | -18.3% | +16.9% | -1.2% |
| 3Y | -14.3% | +315.8% | -330.1% | -28.5% |
| 5Y | -66.3% | +225.7% | -292.0% | -71.8% |
| All | +443.6% | +637.7% | -194.1% | +361.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling