+244.3%
KGC vs TRGP
+495.9%
-251.6%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -4.0% | -1.1% |
| 7D | +0.2% | +2.4% | -2.1% | -0.4% |
| 30D | -8.8% | +0.8% | -9.7% | -9.5% |
| 3M | -21.1% | +10.4% | -31.4% | -23.8% |
| 6M | -32.3% | +16.3% | -48.6% | -36.3% |
| YTD | -23.5% | +61.1% | -84.6% | -35.8% |
| 1Y | -15.0% | +71.6% | -86.6% | -30.2% |
| 3Y | +327.5% | +267.5% | +60.1% | +147.6% |
| 5Y | +244.3% | +488.1% | -243.9% | +76.0% |
| All | +244.3% | +495.9% | -251.6% | +76.0% |
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