+568.9%
KGC vs RGEN
+457.6%
+111.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -2.8% | -3.0% | -5.4% |
| 7D | +8.0% | -2.4% | +10.4% | +8.4% |
| 30D | -9.3% | +0.1% | -9.4% | -9.4% |
| 3M | -21.3% | +6.6% | -27.9% | -22.2% |
| 6M | -31.5% | +40.9% | -72.4% | -34.8% |
| YTD | -23.2% | +6.2% | -29.4% | -24.5% |
| 1Y | -15.0% | +19.4% | -34.5% | -17.6% |
| 3Y | +328.7% | +17.9% | +310.8% | +306.5% |
| 5Y | +262.9% | -34.0% | +296.9% | +255.9% |
| 10Y | +568.9% | +453.9% | +115.0% | +567.5% |
| All | +568.9% | +457.6% | +111.3% | +567.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 10y: compounded portfolio wealth divided by compounded RGEN 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…
10y analysis · Full analysis span regression · 6 months rolling