+90.7%
KGC vs TRGP
+2,231.3%
-2,140.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.1% | -2.1% |
| 7D | -1.3% | +0.8% | -2.1% | -1.4% |
| 30D | +20.3% | +11.5% | +8.8% | +18.4% |
| 3M | +8.1% | +9.0% | -0.9% | +6.5% |
| 6M | -8.8% | +20.5% | -29.3% | -11.5% |
| YTD | +10.1% | +59.5% | -49.5% | +2.8% |
| 1Y | +44.2% | +77.9% | -33.7% | +32.5% |
| 3Y | +533.0% | +253.6% | +279.5% | +428.9% |
| 5Y | +443.0% | +615.5% | -172.5% | +318.0% |
| 10Y | +678.6% | +897.1% | -218.6% | +437.6% |
| All | +90.7% | +2,231.3% | -2,140.6% | +10.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling