+14,183.4%
TER vs KGC
+357.0%
+13,826.4%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.3% | +7.8% | +5.7% |
| 7D | +0.6% | -1.3% | +1.9% | +0.7% |
| 30D | -8.3% | +20.3% | -28.6% | -9.6% |
| 3M | -12.2% | +8.1% | -20.3% | -12.8% |
| 6M | +17.1% | -8.8% | +25.8% | +17.7% |
| YTD | +84.7% | +10.1% | +74.6% | +83.3% |
| 1Y | +199.9% | +44.2% | +155.7% | +192.0% |
| 3Y | +232.8% | +533.0% | -300.3% | +191.5% |
| 5Y | +198.6% | +443.0% | -244.4% | +161.9% |
| 10Y | +1,669.7% | +678.6% | +991.2% | +1,384.4% |
| All | +14,183.4% | +357.0% | +13,826.4% | +12,589.4% |
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