+655.3%
KGC vs HRB
+207.5%
+447.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.7% | -4.3% |
| 7D | -8.4% | -12.2% | +3.8% | -8.0% |
| 30D | +6.3% | -3.0% | +9.3% | +6.5% |
| 3M | +22.4% | +21.7% | +0.7% | +21.5% |
| 6M | -11.4% | +52.3% | -63.7% | -13.2% |
| YTD | +3.1% | +6.5% | -3.3% | +2.9% |
| 1Y | +26.6% | -6.7% | +33.3% | +27.1% |
| 3Y | +525.6% | +25.1% | +500.5% | +515.3% |
| 5Y | +451.7% | +113.8% | +337.9% | +428.1% |
| All | +655.3% | +207.5% | +447.8% | +634.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling