+634.8%
KGC price history and return analytics
+224.4%
+410.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -1.1% |
| 7D | +0.2% | -0.7% | +0.9% | +0.6% |
| 30D | -8.8% | -1.7% | -7.1% | -7.6% |
| 3M | -21.1% | -2.3% | -18.8% | -19.5% |
| 6M | -32.3% | +1.5% | -33.8% | -32.4% |
| YTD | -23.5% | +12.0% | -35.5% | -27.9% |
| 1Y | -15.0% | +12.9% | -27.8% | -20.2% |
| 3Y | +327.5% | +74.9% | +252.6% | +208.6% |
| 5Y | +244.3% | +59.9% | +184.4% | +156.2% |
| 10Y | +634.8% | +224.6% | +410.1% | +291.3% |
| All | +634.8% | +224.4% | +410.4% | +291.3% |
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