+238.3%
KGC vs RGEN
+1,689.4%
-1,451.1%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.1% | -0.4% | +2.6% |
| 7D | +11.1% | +3.5% | +7.7% | +11.0% |
| 30D | -3.7% | +2.9% | -6.7% | -3.9% |
| 3M | -17.2% | +9.2% | -26.4% | -17.5% |
| 6M | -27.3% | +44.9% | -72.2% | -28.2% |
| YTD | -18.5% | +9.2% | -27.7% | -18.9% |
| 1Y | -5.7% | +25.3% | -31.0% | -6.5% |
| 3Y | +336.5% | +21.7% | +314.7% | +330.6% |
| 5Y | +298.7% | -34.5% | +333.2% | +297.4% |
| 10Y | +538.5% | +478.9% | +59.6% | +502.5% |
| All | +238.3% | +1,689.4% | -1,451.1% | +176.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling