+19.0%
KGC price history and return analytics
+357.6%
-338.6%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.1% | +0.7% |
| 7D | +11.1% | +0.4% | +10.8% | +10.8% |
| 30D | -3.7% | -2.6% | -1.2% | -1.7% |
| 3M | -17.2% | -3.2% | -14.0% | -14.8% |
| 6M | -27.3% | +0.9% | -28.2% | -27.1% |
| YTD | -18.5% | +11.3% | -29.8% | -23.5% |
| 1Y | -5.7% | +14.0% | -19.7% | -12.9% |
| 3Y | +336.5% | +75.8% | +260.6% | +194.2% |
| 5Y | +298.7% | +57.8% | +240.9% | +191.1% |
| 10Y | +538.5% | +219.8% | +318.7% | +166.0% |
| All | +19.0% | +357.6% | -338.6% | -69.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling