+365.6%
MUU vs KGC
-20.2%
+385.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.2% | -5.5% | -5.4% |
| 7D | +24.7% | -6.7% | +31.3% | +32.2% |
| 30D | -35.1% | -6.7% | -28.5% | -31.8% |
| 3M | -44.3% | -22.6% | -21.7% | -32.5% |
| 6M | -44.4% | -33.4% | -11.0% | -22.6% |
| YTD | +244.9% | -26.0% | +270.9% | +290.2% |
| 1Y | +365.6% | -18.3% | +383.9% | +342.6% |
| All | +365.6% | -20.2% | +385.8% | +342.6% |
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