+552.0%
KGC vs RUN
-35.6%
+587.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.7% | -6.0% | -2.7% |
| 7D | +2.4% | +10.2% | -7.7% | +1.6% |
| 30D | +9.2% | -9.6% | +18.8% | +10.1% |
| 3M | +16.7% | -31.5% | +48.2% | +20.1% |
| 6M | -7.0% | -18.7% | +11.7% | -5.6% |
| YTD | +7.5% | -49.9% | +57.4% | +11.9% |
| 1Y | +34.4% | -45.5% | +79.9% | +38.8% |
| 3Y | +552.0% | -34.1% | +586.1% | +536.4% |
| All | +552.0% | -35.6% | +587.5% | +536.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling