+357.0%
KGC vs RGEN
+1,576.0%
-1,219.0%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.1% | -2.2% |
| 7D | -1.3% | -4.9% | +3.6% | -1.1% |
| 30D | +20.3% | +5.7% | +14.6% | +20.1% |
| 3M | +8.1% | +32.4% | -24.4% | +7.1% |
| 6M | -8.8% | +33.2% | -42.0% | -9.7% |
| YTD | +10.1% | +2.3% | +7.8% | +9.9% |
| 1Y | +44.2% | +39.0% | +5.2% | +42.6% |
| 3Y | +533.0% | -4.6% | +537.7% | +528.9% |
| 5Y | +443.0% | -42.7% | +485.7% | +443.3% |
| 10Y | +678.6% | +433.6% | +245.0% | +636.7% |
| All | +357.0% | +1,576.0% | -1,219.0% | +273.9% |
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