+3,202.9%
VIAV vs KGC
+443.4%
+2,759.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -2.3% | +13.5% | +11.3% |
| 7D | +11.3% | +2.4% | +8.9% | +11.1% |
| 30D | -1.0% | +9.2% | -10.2% | -1.7% |
| 3M | -20.5% | +16.7% | -37.3% | -21.5% |
| 6M | +39.0% | -7.0% | +46.0% | +39.3% |
| YTD | +117.5% | +7.5% | +110.0% | +115.4% |
| 1Y | +233.8% | +34.4% | +199.4% | +225.7% |
| 3Y | +295.4% | +552.0% | -256.6% | +247.5% |
| 5Y | +134.3% | +454.5% | -320.2% | +105.7% |
| 10Y | +398.7% | +658.7% | -260.0% | +318.4% |
| All | +3,202.9% | +443.4% | +2,759.5% | +3,307.5% |
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