+328.7%
KGC vs RACE
+26.8%
+301.9%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.8% | -5.0% | -5.6% |
| 7D | +8.0% | +0.2% | +7.8% | +8.0% |
| 30D | -9.3% | +6.6% | -15.9% | -10.8% |
| 3M | -21.3% | +2.2% | -23.5% | -21.7% |
| 6M | -31.5% | +22.4% | -53.9% | -34.4% |
| YTD | -23.2% | +13.8% | -37.0% | -26.0% |
| 1Y | -15.0% | +2.2% | -17.3% | -16.7% |
| 3Y | +328.7% | +25.6% | +303.1% | +286.8% |
| All | +328.7% | +26.8% | +301.9% | +286.8% |
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