+21.3%
KGLD price history and return analytics
+22.8%
-1.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.6% | -0.2% |
| 7D | +5.5% | +0.4% | +5.1% | +4.9% |
| 30D | -1.6% | -2.6% | +1.0% | +0.5% |
| 3M | -6.4% | -3.2% | -3.2% | -3.8% |
| 6M | -14.8% | +0.9% | -15.8% | -15.3% |
| YTD | -6.4% | +11.3% | -17.7% | -12.0% |
| 1Y | +2.1% | +14.0% | -11.9% | -4.6% |
| All | +21.3% | +22.8% | -1.4% | +13.5% |
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