+222.0%
KGC vs RUN
-85.3%
+307.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.0% | +0.1% |
| 7D | -6.7% | -13.5% | +6.9% | -5.3% |
| 30D | -6.7% | +18.3% | -25.0% | -8.3% |
| 3M | -22.6% | -12.5% | -10.1% | -21.8% |
| 6M | -33.4% | -40.3% | +6.9% | -30.6% |
| YTD | -26.0% | -53.1% | +27.1% | -22.3% |
| 1Y | -18.3% | -54.3% | +36.0% | -14.2% |
| 3Y | +315.8% | -6.5% | +322.3% | +276.2% |
| All | +222.0% | -85.3% | +307.3% | +245.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling