+44.2%
KGC vs TRMB
-24.7%
+68.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.2% | -2.0% |
| 7D | -1.3% | -2.5% | +1.2% | -0.7% |
| 30D | +20.3% | +1.5% | +18.8% | +19.9% |
| 3M | +8.1% | +6.8% | +1.3% | +6.9% |
| 6M | -8.8% | -14.9% | +6.2% | -6.1% |
| YTD | +10.1% | -24.1% | +34.2% | +18.9% |
| 1Y | +44.2% | -25.4% | +69.6% | +56.3% |
| All | +44.2% | -24.7% | +68.9% | +56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 1y: compounded portfolio wealth divided by compounded TRMB 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…
1y analysis · Full analysis span regression · 6 months rolling