+25.7%
KGC vs HRB
-6.2%
+31.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.7% |
| 7D | -5.6% | -8.0% | +2.4% | -6.5% |
| 30D | +6.1% | -16.0% | +22.1% | +3.9% |
| 3M | +17.3% | +26.9% | -9.5% | +23.6% |
| 6M | -10.3% | +51.1% | -61.4% | -2.6% |
| YTD | +3.9% | +7.1% | -3.2% | -2.6% |
| 1Y | +25.7% | -9.6% | +35.3% | +8.0% |
| All | +25.7% | -6.2% | +31.9% | +8.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling