+47.6%
VLO vs KGC
-26.6%
+74.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.0% | -4.4% | -0.7% |
| 7D | -13.3% | +10.5% | -23.8% | -11.2% |
| 30D | -18.3% | -4.1% | -14.3% | -18.0% |
| 3M | +14.3% | -13.1% | +27.4% | +13.9% |
| 6M | +47.6% | -27.5% | +75.2% | +43.5% |
| All | +47.6% | -26.6% | +74.2% | +43.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling