+318.6%
KGC vs RACE
+28.1%
+290.5%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.5% | +4.5% | +3.4% |
| 7D | +10.5% | +5.1% | +5.4% | +9.1% |
| 30D | -4.1% | +7.7% | -11.8% | -5.8% |
| 3M | -13.1% | +2.2% | -15.2% | -13.4% |
| 6M | -27.5% | +23.8% | -51.3% | -30.7% |
| YTD | -20.7% | +13.9% | -34.6% | -23.5% |
| 1Y | -6.1% | +3.8% | -9.8% | -8.2% |
| 3Y | +318.6% | +28.0% | +290.6% | +281.1% |
| All | +318.6% | +28.1% | +290.5% | +281.1% |
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