+587.2%
KGC vs TRMB
+102.3%
+484.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.6% | +0.3% |
| 7D | -6.7% | +2.8% | -9.5% | -7.0% |
| 30D | -6.7% | -5.9% | -0.8% | -6.5% |
| 3M | -22.6% | -3.3% | -19.3% | -22.7% |
| 6M | -33.4% | +1.3% | -34.8% | -34.0% |
| YTD | -26.0% | -29.0% | +3.0% | -23.2% |
| 1Y | -18.3% | -27.8% | +9.5% | -15.4% |
| 3Y | +315.8% | +36.3% | +279.5% | +291.5% |
| 5Y | +225.7% | -35.8% | +261.5% | +223.9% |
| All | +587.2% | +102.3% | +484.9% | +668.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling