-4.3%
KGC vs TRMB
-31.2%
+26.9%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -17.3% | +24.8% | +9.2% |
| 7D | -6.8% | -15.7% | +8.9% | -5.7% |
| 30D | -9.2% | -7.8% | -1.4% | -10.3% |
| 3M | -9.1% | -9.3% | +0.2% | -10.0% |
| 6M | -25.7% | -20.8% | -4.8% | -24.6% |
| YTD | -23.6% | -30.8% | +7.1% | -18.3% |
| 1Y | -4.3% | -31.0% | +26.7% | +2.7% |
| All | -4.3% | -31.2% | +26.9% | +2.7% |
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