+41.8%
VRTX vs KGC
+317.1%
-275.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.0% | -2.2% | +0.7% |
| 7D | -2.1% | +10.5% | -12.6% | -2.7% |
| 30D | +8.2% | -4.1% | +12.3% | +8.3% |
| 3M | +13.0% | -13.1% | +26.1% | +13.7% |
| 6M | +27.9% | -27.5% | +55.5% | +29.6% |
| YTD | +20.7% | -20.7% | +41.4% | +22.2% |
| 1Y | +31.4% | -6.1% | +37.5% | +32.8% |
| 3Y | +41.8% | +318.6% | -276.8% | +25.1% |
| All | +41.8% | +317.1% | -275.3% | +25.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling