+209.2%
KGS price history and return analytics
+68.7%
+140.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.2% | +6.8% | +6.8% |
| 7D | -11.1% | -2.3% | -8.8% | -9.0% |
| 30D | -23.7% | -5.0% | -18.8% | -19.5% |
| 3M | -26.2% | -4.9% | -21.3% | -22.1% |
| 6M | -40.8% | -1.5% | -39.3% | -39.8% |
| YTD | +14.1% | +8.5% | +5.6% | +4.4% |
| 1Y | +25.6% | +11.4% | +14.2% | +11.6% |
| 3Y | +176.8% | +70.1% | +106.8% | +86.3% |
| All | +209.2% | +68.7% | +140.5% | +111.7% |
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