+11,850.9%
WDC vs KGC
+206.6%
+11,644.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.5% | +2.9% | -0.5% |
| 7D | +16.3% | -4.1% | +20.4% | +16.6% |
| 30D | -18.3% | -11.6% | -6.6% | -17.7% |
| 3M | -31.4% | -24.5% | -6.9% | -30.4% |
| 6M | -36.3% | -34.6% | -1.7% | -34.9% |
| YTD | +80.8% | -26.2% | +107.0% | +83.7% |
| 1Y | +87.7% | -20.1% | +107.8% | +89.9% |
| 3Y | +819.4% | +312.4% | +507.1% | +752.9% |
| 5Y | +583.2% | +224.9% | +358.3% | +535.9% |
| 10Y | +689.8% | +608.7% | +81.0% | +601.8% |
| All | +11,850.9% | +206.6% | +11,644.3% | +12,167.5% |
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