+461.7%
KGC vs TRGP
+639.4%
-177.7%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.5% |
| 7D | -0.1% | -0.7% | +0.6% | +0.1% |
| 30D | +10.5% | +9.5% | +1.0% | +7.7% |
| 3M | +19.8% | +10.8% | +9.0% | +15.5% |
| 6M | -6.7% | +25.3% | -32.0% | -14.1% |
| YTD | +7.8% | +60.3% | -52.5% | -8.6% |
| 1Y | +35.7% | +84.6% | -48.9% | +9.4% |
| 3Y | +553.7% | +264.4% | +289.3% | +288.2% |
| 5Y | +461.7% | +636.6% | -174.9% | +179.1% |
| All | +461.7% | +639.4% | -177.7% | +179.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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