+587.2%
KGC price history and return analytics
+221.8%
+365.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.5% |
| 7D | -6.7% | +2.4% | -9.0% | -8.2% |
| 30D | -6.7% | -1.5% | -5.2% | -5.5% |
| 3M | -22.6% | -4.1% | -18.5% | -19.9% |
| 6M | -33.4% | +0.6% | -34.0% | -33.0% |
| YTD | -26.0% | +11.0% | -37.0% | -29.8% |
| 1Y | -18.3% | +13.3% | -31.6% | -23.5% |
| 3Y | +315.8% | +73.4% | +242.4% | +202.2% |
| 5Y | +225.7% | +57.4% | +168.3% | +144.6% |
| All | +587.2% | +221.8% | +365.4% | +260.4% |
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