+9,012.0%
WMT vs KGC
+357.0%
+8,654.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.3% | +1.1% | -1.2% |
| 7D | +3.9% | -1.3% | +5.2% | +3.9% |
| 30D | -4.4% | +20.3% | -24.7% | -4.4% |
| 3M | -8.8% | +8.1% | -16.9% | -8.8% |
| 6M | -15.6% | -8.8% | -6.9% | -15.6% |
| YTD | -3.2% | +10.1% | -13.3% | -3.3% |
| 1Y | +7.0% | +44.2% | -37.2% | +6.9% |
| 3Y | +105.3% | +533.0% | -427.7% | +104.5% |
| 5Y | +129.3% | +443.0% | -313.7% | +128.2% |
| 10Y | +423.9% | +678.6% | -254.6% | +424.2% |
| All | +9,012.0% | +357.0% | +8,654.9% | +9,292.8% |
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