+4,666.7%
WMB vs KGC
+229.2%
+4,437.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.0% | -3.3% | -0.5% |
| 7D | -13.8% | +10.5% | -24.3% | -14.6% |
| 30D | -10.3% | -4.1% | -6.3% | -10.2% |
| 3M | -10.1% | -13.1% | +3.0% | -9.5% |
| 6M | -11.8% | -27.5% | +15.7% | -10.3% |
| YTD | +8.9% | -20.7% | +29.7% | +9.5% |
| 1Y | +14.0% | -6.1% | +20.0% | +12.9% |
| 3Y | +100.5% | +318.6% | -218.1% | +74.4% |
| 5Y | +179.5% | +289.9% | -110.4% | +141.6% |
| 10Y | +272.7% | +501.8% | -229.1% | +199.5% |
| All | +4,666.7% | +229.2% | +4,437.5% | +3,796.2% |
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