+1,266.3%
KGC vs RUN
-33.9%
+1,300.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.0% | +0.1% |
| 7D | -6.7% | -13.5% | +6.9% | -5.6% |
| 30D | -6.7% | +18.3% | -25.0% | -8.1% |
| 3M | -22.6% | -12.5% | -10.1% | -21.9% |
| 6M | -33.4% | -40.3% | +6.9% | -31.1% |
| YTD | -26.0% | -53.1% | +27.1% | -22.8% |
| 1Y | -18.3% | -54.3% | +36.0% | -14.7% |
| 3Y | +315.8% | -6.5% | +322.3% | +284.5% |
| 5Y | +225.7% | -85.3% | +311.0% | +227.7% |
| 10Y | +610.5% | +68.9% | +541.6% | +553.3% |
| All | +1,266.3% | -33.9% | +1,300.2% | +1,204.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling