+708.0%
KGC vs RGEN
+412.9%
+295.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.6% | -2.9% | -2.4% |
| 7D | +2.4% | -0.9% | +3.3% | +2.6% |
| 30D | +9.2% | +2.8% | +6.4% | +8.9% |
| 3M | +16.7% | +34.5% | -17.7% | +12.3% |
| 6M | -7.0% | +40.5% | -47.5% | -11.3% |
| YTD | +7.5% | +2.8% | +4.6% | +6.5% |
| 1Y | +34.4% | +39.6% | -5.3% | +28.4% |
| 3Y | +552.0% | +4.4% | +547.6% | +528.0% |
| 5Y | +454.5% | -42.8% | +497.3% | +451.5% |
| All | +708.0% | +412.9% | +295.2% | +727.6% |
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