+8,630.0%
TER vs KGC
+229.2%
+8,400.7%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.0% | -0.4% | +2.3% |
| 7D | -20.5% | +10.5% | -30.9% | -21.1% |
| 30D | -47.0% | -4.1% | -43.0% | -46.9% |
| 3M | -43.3% | -13.1% | -30.2% | -42.8% |
| 6M | -42.9% | -27.5% | -15.4% | -41.6% |
| YTD | +12.9% | -20.7% | +33.6% | +14.7% |
| 1Y | +18.2% | -6.1% | +24.2% | +18.7% |
| 3Y | +151.8% | +318.6% | -166.8% | +127.2% |
| 5Y | +54.2% | +289.9% | -235.7% | +38.6% |
| 10Y | +908.2% | +501.8% | +406.4% | +763.7% |
| All | +8,630.0% | +229.2% | +8,400.7% | +7,840.9% |
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