+634.8%
KGC vs RACE
+741.5%
-106.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +0.2% | -3.9% | +4.1% | +1.2% |
| 30D | -8.8% | +6.8% | -15.6% | -10.2% |
| 3M | -21.1% | +1.3% | -22.4% | -21.2% |
| 6M | -32.3% | +26.3% | -58.6% | -35.7% |
| YTD | -23.5% | +13.8% | -37.3% | -25.9% |
| 1Y | -15.0% | -0.5% | -14.5% | -15.4% |
| 3Y | +327.5% | +25.6% | +301.9% | +294.2% |
| 5Y | +244.3% | +67.6% | +176.7% | +191.0% |
| 10Y | +634.8% | +724.7% | -89.9% | +452.6% |
| All | +634.8% | +741.5% | -106.8% | +452.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling