+222.0%
KGC vs RACE
+64.4%
+157.6%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.1% | -0.2% |
| 7D | -6.7% | -1.2% | -5.5% | -6.2% |
| 30D | -6.7% | +6.1% | -12.8% | -8.5% |
| 3M | -22.6% | -0.3% | -22.3% | -22.4% |
| 6M | -33.4% | +23.4% | -56.9% | -37.8% |
| YTD | -26.0% | +12.5% | -38.5% | -29.2% |
| 1Y | -18.3% | -0.5% | -17.8% | -18.9% |
| 3Y | +315.8% | +23.6% | +292.2% | +253.9% |
| All | +222.0% | +64.4% | +157.6% | +124.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling