+29,154.7%
WM vs KGC
+219.6%
+28,935.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.1% |
| 7D | +4.5% | 0.0% | +4.5% | +4.5% |
| 30D | +16.1% | -9.3% | +25.4% | +16.3% |
| 3M | +8.0% | -15.9% | +23.9% | +8.4% |
| 6M | +8.4% | -24.9% | +33.3% | +8.9% |
| YTD | +11.2% | -23.0% | +34.2% | +11.5% |
| 1Y | +22.3% | -9.9% | +32.3% | +22.1% |
| 3Y | +50.2% | +301.2% | -251.0% | +43.7% |
| 5Y | +63.3% | +278.5% | -215.3% | +55.7% |
| 10Y | +355.0% | +484.3% | -129.2% | +325.4% |
| All | +29,154.7% | +219.6% | +28,935.1% | +30,577.8% |
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