+266.7%
KGC vs TRI
+584.3%
-317.6%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -6.7% | -2.9% | -3.7% | -5.9% |
| 30D | -6.7% | +3.7% | -10.4% | -8.1% |
| 3M | -22.6% | +3.7% | -26.3% | -24.2% |
| 6M | -33.4% | +35.1% | -68.6% | -41.5% |
| YTD | -26.0% | -14.0% | -12.0% | -26.0% |
| 1Y | -18.3% | -19.0% | +0.7% | -16.5% |
| 3Y | +315.8% | -12.0% | +327.8% | +305.7% |
| 5Y | +225.7% | +0.6% | +225.1% | +200.4% |
| 10Y | +610.5% | +225.4% | +385.0% | +307.4% |
| All | +266.7% | +584.3% | -317.6% | +73.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling