+568.9%
KGC price history and return analytics
+217.6%
+351.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.5% | -5.3% | -5.4% |
| 7D | +8.0% | -0.1% | +8.2% | +8.1% |
| 30D | -9.3% | -3.1% | -6.2% | -7.1% |
| 3M | -21.3% | -3.5% | -17.8% | -19.0% |
| 6M | -31.5% | +0.5% | -31.9% | -31.0% |
| YTD | -23.2% | +10.8% | -34.0% | -27.1% |
| 1Y | -15.0% | +11.9% | -26.9% | -19.7% |
| 3Y | +328.7% | +73.0% | +255.7% | +211.7% |
| 5Y | +262.9% | +58.6% | +204.3% | +171.7% |
| 10Y | +568.9% | +219.2% | +349.7% | +222.6% |
| All | +568.9% | +217.6% | +351.2% | +222.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling