+660.5%
KGC vs RUN
+42.2%
+618.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +0.8% |
| 7D | -5.6% | -3.7% | -1.9% | -5.3% |
| 30D | +6.1% | -13.0% | +19.2% | +7.4% |
| 3M | +17.3% | -31.8% | +49.1% | +20.9% |
| 6M | -10.3% | -32.2% | +21.9% | -7.6% |
| YTD | +3.9% | -53.5% | +57.3% | +9.3% |
| 1Y | +25.7% | -46.5% | +72.3% | +30.3% |
| 3Y | +526.0% | -37.6% | +563.6% | +485.4% |
| 5Y | +455.5% | -80.9% | +536.3% | +450.5% |
| All | +660.5% | +42.2% | +618.3% | +562.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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