+6,477.2%
TRV vs KGC
+357.0%
+6,120.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +0.9% | -1.3% |
| 7D | -0.1% | -1.3% | +1.1% | -0.1% |
| 30D | -3.4% | +20.3% | -23.7% | -3.7% |
| 3M | +26.4% | +8.1% | +18.3% | +26.2% |
| 6M | +19.3% | -8.8% | +28.1% | +19.3% |
| YTD | +28.3% | +10.1% | +18.3% | +27.9% |
| 1Y | +34.3% | +44.2% | -9.9% | +33.2% |
| 3Y | +140.1% | +533.0% | -392.9% | +132.2% |
| 5Y | +155.7% | +443.0% | -287.3% | +147.1% |
| 10Y | +285.5% | +678.6% | -393.0% | +268.5% |
| All | +6,477.2% | +357.0% | +6,120.2% | +6,539.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling