+1,535.0%
KGC vs RACE
+647.6%
+887.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.9% | -0.4% | -1.9% |
| 7D | -1.3% | -2.5% | +1.2% | -0.7% |
| 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% | -11.2% |
| YTD | +10.1% | +12.2% | -2.2% | +7.0% |
| 1Y | +44.2% | -16.3% | +60.5% | +48.1% |
| 3Y | +533.0% | +36.4% | +496.6% | +476.1% |
| 5Y | +443.0% | +95.0% | +348.0% | +356.1% |
| 10Y | +678.6% | +813.2% | -134.7% | +427.3% |
| All | +1,535.0% | +647.6% | +887.4% | +1,109.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling