+35.7%
KGC vs MSTU
-93.7%
+129.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.4% | +5.7% | +0.8% |
| 7D | -0.1% | +12.9% | -13.0% | -1.7% |
| 30D | +10.5% | +68.3% | -57.9% | +4.0% |
| 3M | +19.8% | +0.4% | +19.4% | +16.3% |
| 6M | -6.7% | -41.5% | +34.8% | -6.7% |
| YTD | +7.8% | -61.7% | +69.5% | +6.2% |
| 1Y | +35.7% | -93.7% | +129.3% | +30.8% |
| All | +35.7% | -93.7% | +129.4% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 1y: compounded portfolio wealth divided by compounded MSTU 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…
1y analysis · Full analysis span regression · 6 months rolling