+2,981.5%
MUU vs KGC
+43.6%
+2,937.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -2.3% | +13.9% | +13.7% |
| 7D | +17.4% | -1.3% | +18.7% | +18.3% |
| 30D | +24.0% | +20.3% | +3.7% | +1.3% |
| 3M | -23.9% | +8.1% | -32.0% | -29.1% |
| 6M | +284.4% | -8.8% | +293.2% | +307.4% |
| YTD | +583.7% | +10.1% | +573.7% | +483.1% |
| 1Y | +2,981.5% | +44.2% | +2,937.3% | +2,030.9% |
| All | +2,981.5% | +43.6% | +2,937.9% | +2,030.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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