+286.2%
KGC vs RACE
+65.0%
+221.2%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.5% | +4.5% | +3.5% |
| 7D | +10.5% | +5.1% | +5.4% | +8.6% |
| 30D | -4.1% | +7.7% | -11.8% | -6.5% |
| 3M | -13.1% | +2.2% | -15.2% | -13.6% |
| 6M | -27.5% | +23.8% | -51.3% | -32.4% |
| YTD | -20.7% | +13.9% | -34.6% | -24.5% |
| 1Y | -6.1% | +3.8% | -9.8% | -8.1% |
| 3Y | +318.6% | +28.0% | +290.6% | +250.4% |
| All | +286.2% | +65.0% | +221.2% | +175.0% |
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