+88.3%
KGC vs MUB
+77.6%
+10.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.4% | -5.4% | -5.4% |
| 7D | +8.0% | +0.6% | +7.4% | +7.4% |
| 30D | -9.3% | +3.4% | -12.7% | -12.3% |
| 3M | -21.3% | -0.7% | -20.6% | -20.7% |
| 6M | -31.5% | -1.0% | -30.5% | -30.7% |
| YTD | -23.2% | 0.0% | -23.2% | -22.9% |
| 1Y | -15.0% | +0.4% | -15.4% | -15.0% |
| 3Y | +328.7% | +10.5% | +318.2% | +293.7% |
| 5Y | +262.9% | +3.1% | +259.8% | +252.4% |
| 10Y | +568.9% | +22.0% | +546.8% | +509.0% |
| All | +88.3% | +77.6% | +10.7% | +82.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling