+8,627.7%
WFC vs KGC
+357.0%
+8,270.7%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.3% | +3.2% | +0.9% |
| 7D | +3.8% | -1.3% | +5.1% | +3.8% |
| 30D | +1.5% | +20.3% | -18.8% | +1.1% |
| 3M | +10.9% | +8.1% | +2.8% | +10.6% |
| 6M | +8.4% | -8.8% | +17.2% | +8.5% |
| YTD | -1.9% | +10.1% | -11.9% | -2.2% |
| 1Y | +12.3% | +44.2% | -31.9% | +11.4% |
| 3Y | +132.3% | +533.0% | -400.7% | +123.9% |
| 5Y | +130.1% | +443.0% | -312.9% | +121.6% |
| 10Y | +134.4% | +678.6% | -544.2% | +122.9% |
| All | +8,627.7% | +357.0% | +8,270.7% | +8,595.2% |
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