+35.7%
KGC vs MUB
+1.0%
+34.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +2.6% |
| 7D | -0.1% | -0.7% | +0.6% | +3.0% |
| 30D | +10.5% | -2.0% | +12.4% | +20.8% |
| 3M | +19.8% | -2.5% | +22.3% | +35.1% |
| 6M | -6.7% | -2.3% | -4.3% | +0.6% |
| YTD | +7.8% | -1.3% | +9.1% | +21.4% |
| 1Y | +35.7% | +1.1% | +34.6% | +41.0% |
| All | +35.7% | +1.0% | +34.6% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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