+445.3%
KGC vs TRI
+561.6%
-116.3%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.4% | +3.2% | -0.6% |
| 7D | -1.3% | -0.5% | -0.8% | -1.1% |
| 30D | +20.3% | +7.9% | +12.4% | +17.4% |
| 3M | +8.1% | +24.1% | -16.0% | -0.7% |
| 6M | -8.8% | +3.8% | -12.6% | -12.7% |
| YTD | +10.1% | -16.9% | +26.9% | +12.3% |
| 1Y | +44.2% | -38.4% | +82.6% | +63.8% |
| 3Y | +533.0% | -12.2% | +545.2% | +522.8% |
| 5Y | +443.0% | -1.8% | +444.8% | +408.7% |
| 10Y | +678.6% | +207.6% | +470.9% | +360.3% |
| All | +445.3% | +561.6% | -116.3% | +162.8% |
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