-6.6%
TEAM vs KGC
-14.2%
+7.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -5.8% | +1.7% | -3.7% |
| 7D | -22.2% | +8.0% | -30.2% | -22.7% |
| 30D | -28.1% | -9.3% | -18.8% | -27.7% |
| 3M | -2.2% | -21.3% | +19.2% | -1.2% |
| 6M | +62.2% | -31.5% | +93.7% | +59.4% |
| YTD | -8.4% | -23.2% | +14.9% | -10.3% |
| 1Y | -6.6% | -15.0% | +8.4% | -9.5% |
| All | -6.6% | -14.2% | +7.6% | -9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling