+3,310.4%
V vs KGC
+8.8%
+3,301.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.0% | -3.0% | -0.2% |
| 7D | +2.2% | +10.5% | -8.3% | +1.6% |
| 30D | +13.6% | -4.1% | +17.6% | +13.8% |
| 3M | +14.3% | -13.1% | +27.4% | +14.9% |
| 6M | +33.1% | -27.5% | +60.6% | +34.9% |
| YTD | +21.2% | -20.7% | +41.9% | +21.8% |
| 1Y | +26.4% | -6.1% | +32.5% | +25.7% |
| 3Y | +77.6% | +318.6% | -241.0% | +59.6% |
| 5Y | +102.6% | +289.9% | -187.3% | +80.8% |
| 10Y | +464.4% | +501.8% | -37.4% | +380.8% |
| All | +3,310.4% | +8.8% | +3,301.6% | +2,822.3% |
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