+12,141.6%
VRTX vs KGC
+788.0%
+11,353.6%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.7% | -2.1% | +0.6% |
| 7D | -0.4% | +11.1% | -11.6% | -0.6% |
| 30D | +8.0% | -3.7% | +11.7% | +8.0% |
| 3M | +11.0% | -17.2% | +28.3% | +11.3% |
| 6M | +28.2% | -27.3% | +55.4% | +28.7% |
| YTD | +21.5% | -18.5% | +40.0% | +21.7% |
| 1Y | +34.5% | -5.7% | +40.2% | +34.5% |
| 3Y | +49.5% | +336.5% | -287.0% | +45.6% |
| 5Y | +188.3% | +298.7% | -110.4% | +180.4% |
| 10Y | +493.1% | +538.5% | -45.5% | +473.6% |
| All | +12,141.6% | +788.0% | +11,353.6% | +16,540.5% |
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