+637.6%
TEAM vs KGC
+1,190.1%
-552.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | +0.6% |
| 7D | -17.2% | +11.1% | -28.3% | -17.9% |
| 30D | -25.1% | -3.7% | -21.3% | -24.9% |
| 3M | +3.9% | -17.2% | +21.1% | +5.0% |
| 6M | +69.1% | -27.3% | +96.4% | +71.9% |
| YTD | -4.5% | -18.5% | +14.1% | -4.2% |
| 1Y | -1.9% | -5.7% | +3.9% | -2.6% |
| 3Y | -9.3% | +336.5% | -345.8% | -20.4% |
| 5Y | -65.2% | +298.7% | -363.9% | -69.6% |
| 10Y | +467.0% | +538.5% | -71.6% | +409.5% |
| All | +637.6% | +1,190.1% | -552.4% | +582.8% |
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