+336.5%
KGC vs TRMB
+29.6%
+306.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.1% | +1.7% | +2.6% |
| 7D | +11.1% | -17.0% | +28.1% | +13.9% |
| 30D | -3.7% | -9.0% | +5.3% | -3.4% |
| 3M | -17.2% | -8.1% | -9.1% | -17.0% |
| 6M | -27.3% | -10.1% | -17.2% | -26.9% |
| YTD | -18.5% | -30.2% | +11.7% | -14.4% |
| 1Y | -5.7% | -30.7% | +25.0% | -0.6% |
| 3Y | +336.5% | +32.6% | +303.8% | +265.2% |
| All | +336.5% | +29.6% | +306.8% | +265.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling