+1,392.8%
KGC vs TRU
+238.0%
+1,154.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.9% | +3.7% | -1.3% |
| 7D | -1.3% | -6.8% | +5.5% | -0.2% |
| 30D | +20.3% | 0.0% | +20.2% | +20.3% |
| 3M | +8.1% | +13.3% | -5.2% | +5.7% |
| 6M | -8.8% | +3.4% | -12.2% | -9.7% |
| YTD | +10.1% | -6.4% | +16.4% | +10.1% |
| 1Y | +44.2% | -9.7% | +53.9% | +44.6% |
| 3Y | +533.0% | +0.1% | +532.9% | +504.3% |
| 5Y | +443.0% | -34.0% | +477.0% | +434.6% |
| 10Y | +678.6% | +147.9% | +530.7% | +596.5% |
| All | +1,392.8% | +238.0% | +1,154.8% | +1,211.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling