+5,376.0%
WMB vs KGC
+357.0%
+5,019.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +0.3% |
| 7D | +0.6% | -1.3% | +1.8% | +0.6% |
| 30D | +3.3% | +20.3% | -17.0% | +1.6% |
| 3M | +3.1% | +8.1% | -5.0% | +2.1% |
| 6M | -0.7% | -8.8% | +8.1% | -0.7% |
| YTD | +25.2% | +10.1% | +15.1% | +22.9% |
| 1Y | +32.9% | +44.2% | -11.4% | +27.4% |
| 3Y | +140.6% | +533.0% | -392.5% | +103.0% |
| 5Y | +273.5% | +443.0% | -169.5% | +215.2% |
| 10Y | +334.2% | +678.6% | -344.3% | +242.2% |
| All | +5,376.0% | +357.0% | +5,019.0% | +4,273.4% |
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