+231.7%
KGC vs MSTU
-86.5%
+318.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -8.6% | +6.3% | -1.8% |
| 7D | +2.4% | +16.1% | -13.7% | +1.2% |
| 30D | +9.2% | +68.7% | -59.4% | +5.0% |
| 3M | +16.7% | -11.0% | +27.7% | +15.1% |
| 6M | -7.0% | -33.4% | +26.4% | -7.5% |
| YTD | +7.5% | -59.5% | +67.0% | +7.2% |
| 1Y | +34.4% | -93.4% | +127.7% | +41.1% |
| All | +231.7% | -86.5% | +318.2% | +269.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling