-4.3%
KGC vs RACE
+10.6%
-14.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +4.3% | +3.2% | +5.5% |
| 7D | -6.8% | +9.9% | -16.7% | -10.8% |
| 30D | -9.2% | +12.8% | -22.0% | -14.0% |
| 3M | -9.1% | +7.4% | -16.5% | -11.8% |
| 6M | -25.7% | +27.6% | -53.3% | -32.5% |
| YTD | -23.6% | +18.4% | -42.0% | -30.6% |
| 1Y | -4.3% | +9.5% | -13.8% | -10.9% |
| All | -4.3% | +10.6% | -14.8% | -10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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