+12,036.0%
VRTX vs KGC
+1,099.7%
+10,936.3%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.3% | +0.2% | -2.1% |
| 7D | +0.8% | -1.3% | +2.1% | +0.8% |
| 30D | +12.6% | +20.3% | -7.6% | +12.3% |
| 3M | +23.6% | +8.1% | +15.5% | +23.4% |
| 6M | +14.3% | -8.8% | +23.0% | +14.3% |
| YTD | +20.5% | +10.1% | +10.4% | +20.1% |
| 1Y | +37.6% | +44.2% | -6.6% | +36.6% |
| 3Y | +55.5% | +533.0% | -477.5% | +50.7% |
| 5Y | +175.7% | +443.0% | -267.3% | +167.0% |
| 10Y | +474.2% | +678.6% | -204.4% | +453.0% |
| All | +12,036.0% | +1,099.7% | +10,936.3% | +16,323.2% |
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