+555.2%
KGC vs RACE
+36.9%
+518.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.9% | -0.4% | -1.8% |
| 7D | -1.3% | -2.5% | +1.2% | -0.6% |
| 30D | +20.3% | +0.8% | +19.5% | +20.2% |
| 3M | +8.1% | +17.2% | -9.1% | +4.6% |
| 6M | -8.8% | +13.6% | -22.3% | -11.6% |
| YTD | +10.1% | +12.2% | -2.2% | +6.5% |
| 1Y | +44.2% | -16.3% | +60.5% | +46.4% |
| All | +555.2% | +36.9% | +518.3% | +460.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling