+26.6%
KGC vs TRU
-17.6%
+44.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.1% | -4.2% | -4.3% |
| 7D | -8.4% | -9.4% | +1.0% | -7.7% |
| 30D | +6.3% | -4.1% | +10.5% | +6.8% |
| 3M | +22.4% | +13.6% | +8.9% | +21.7% |
| 6M | -11.4% | +3.6% | -15.0% | -12.1% |
| YTD | +3.1% | -9.8% | +13.0% | +1.6% |
| 1Y | +26.6% | -13.6% | +40.3% | +24.3% |
| All | +26.6% | -17.6% | +44.2% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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