+521.7%
KGC vs TRI
-20.3%
+542.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.3% | -3.0% | -4.2% |
| 7D | -8.4% | -14.4% | +5.9% | -7.9% |
| 30D | +6.3% | -8.1% | +14.5% | +6.7% |
| 3M | +22.4% | +17.5% | +4.9% | +20.7% |
| 6M | -11.4% | -5.0% | -6.5% | -10.3% |
| YTD | +3.1% | -24.7% | +27.8% | +11.2% |
| 1Y | +26.6% | -41.5% | +68.1% | +47.9% |
| All | +521.7% | -20.3% | +542.0% | +542.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 3y: compounded portfolio wealth divided by compounded TRI 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…
3y analysis · Full analysis span regression · 6 months rolling