+552.0%
KGC vs TRMB
+13.0%
+538.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.2% | -2.1% |
| 7D | +2.4% | -0.3% | +2.7% | +2.5% |
| 30D | +9.2% | -1.2% | +10.5% | +9.5% |
| 3M | +16.7% | +9.6% | +7.1% | +14.7% |
| 6M | -7.0% | -16.1% | +9.1% | -4.5% |
| YTD | +7.5% | -25.0% | +32.5% | +12.5% |
| 1Y | +34.4% | -27.7% | +62.0% | +41.6% |
| 3Y | +552.0% | +15.3% | +536.7% | +511.9% |
| All | +552.0% | +13.0% | +538.9% | +511.9% |
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 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