+502.9%
TEAM vs KGC
+678.3%
-175.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.5% | +0.7% |
| 7D | -4.7% | -0.1% | -4.6% | -4.6% |
| 30D | +17.0% | +10.5% | +6.6% | +15.9% |
| 3M | +85.9% | +19.8% | +66.1% | +82.8% |
| 6M | +116.7% | -6.7% | +123.3% | +116.4% |
| YTD | +9.6% | +7.8% | +1.8% | +7.5% |
| 1Y | -2.5% | +35.7% | -38.2% | -7.1% |
| 3Y | -14.0% | +553.7% | -567.7% | -31.1% |
| 5Y | -53.1% | +461.7% | -514.8% | -62.3% |
| 10Y | +502.9% | +710.2% | -207.3% | +400.1% |
| All | +502.9% | +678.3% | -175.4% | +400.1% |
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 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