+35.7%
KGC vs TRMB
-29.4%
+65.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.6% | +0.8% |
| 7D | -0.1% | -2.9% | +2.8% | +0.6% |
| 30D | +10.5% | -1.8% | +12.3% | +11.0% |
| 3M | +19.8% | +8.4% | +11.4% | +17.9% |
| 6M | -6.7% | -18.5% | +11.9% | -3.1% |
| YTD | +7.8% | -26.7% | +34.5% | +17.1% |
| 1Y | +35.7% | -28.3% | +64.0% | +47.9% |
| All | +35.7% | -29.4% | +65.1% | +47.9% |
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