+1,043.5%
KGC vs RACE
+670.3%
+373.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.3% | +3.1% | +1.3% |
| 7D | 0.0% | +5.7% | -5.7% | -1.3% |
| 30D | -9.3% | +9.3% | -18.6% | -11.1% |
| 3M | -15.9% | +3.8% | -19.7% | -16.5% |
| 6M | -24.9% | +29.8% | -54.6% | -28.9% |
| YTD | -23.0% | +15.6% | -38.6% | -25.7% |
| 1Y | -9.9% | +5.1% | -15.0% | -11.4% |
| 3Y | +301.2% | +30.8% | +270.5% | +268.6% |
| 5Y | +278.5% | +67.4% | +211.1% | +223.7% |
| 10Y | +484.3% | +793.6% | -309.4% | +298.3% |
| All | +1,043.5% | +670.3% | +373.2% | +740.0% |
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 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