+454.5%
KGC vs MUB
+2.2%
+452.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | +2.4% | -0.3% | +2.7% | +3.1% |
| 30D | +9.2% | -1.5% | +10.8% | +13.2% |
| 3M | +16.7% | -1.9% | +18.7% | +22.3% |
| 6M | -7.0% | -1.7% | -5.3% | -2.8% |
| YTD | +7.5% | -0.8% | +8.3% | +10.3% |
| 1Y | +34.4% | +1.5% | +32.9% | +31.6% |
| 3Y | +552.0% | +8.8% | +543.2% | +440.9% |
| 5Y | +454.5% | +2.0% | +452.5% | +389.9% |
| All | +454.5% | +2.2% | +452.3% | +389.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling