+7,128.3%
URI vs KGC
+148.6%
+6,979.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.8% | -7.9% | -7.2% |
| 7D | -12.9% | 0.0% | -12.9% | -13.0% |
| 30D | -3.4% | -9.3% | +5.9% | -2.9% |
| 3M | -10.0% | -15.9% | +5.9% | -9.2% |
| 6M | +12.2% | -24.9% | +37.0% | +13.9% |
| YTD | +29.8% | -23.0% | +52.8% | +31.0% |
| 1Y | +24.6% | -9.9% | +34.6% | +24.5% |
| 3Y | +137.6% | +301.2% | -163.7% | +112.9% |
| 5Y | +176.6% | +278.5% | -101.9% | +146.2% |
| 10Y | +1,402.6% | +484.3% | +918.3% | +1,166.9% |
| All | +7,128.3% | +148.6% | +6,979.7% | +6,110.7% |
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