+314.8%
KGC vs TRU
+57.8%
+257.0%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.2% | -2.3% | -3.4% |
| 7D | -4.1% | -2.2% | -1.9% | -3.7% |
| 30D | -11.6% | +20.2% | -31.8% | -14.3% |
| 3M | -24.5% | +2.2% | -26.8% | -25.1% |
| 6M | -34.6% | +17.6% | -52.1% | -36.3% |
| YTD | -26.2% | -5.0% | -21.2% | -26.8% |
| 1Y | -20.1% | -1.0% | -19.2% | -21.3% |
| All | +314.8% | +57.8% | +257.0% | +254.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling