+552.0%
KGC vs HRB
+28.7%
+523.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.5% | +4.1% | -2.4% |
| 7D | +2.4% | -9.1% | +11.5% | +2.3% |
| 30D | +9.2% | +0.3% | +9.0% | +9.5% |
| 3M | +16.7% | +23.4% | -6.6% | +17.9% |
| 6M | -7.0% | +45.1% | -52.1% | -5.9% |
| YTD | +7.5% | +8.9% | -1.4% | +9.6% |
| 1Y | +34.4% | -7.9% | +42.3% | +38.9% |
| 3Y | +552.0% | +27.9% | +524.0% | +537.0% |
| All | +552.0% | +28.7% | +523.2% | +537.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling