+222.0%
KGC vs HRB
+140.6%
+81.4%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.7% | +0.3% |
| 7D | -6.7% | -5.1% | -1.6% | -6.6% |
| 30D | -6.7% | +8.7% | -15.3% | -6.8% |
| 3M | -22.6% | -5.4% | -17.2% | -22.5% |
| 6M | -33.4% | +41.6% | -75.0% | -33.8% |
| YTD | -26.0% | +18.7% | -44.6% | -25.6% |
| 1Y | -18.3% | +16.4% | -34.7% | -17.8% |
| 3Y | +315.8% | +22.0% | +293.8% | +313.8% |
| All | +222.0% | +140.6% | +81.4% | +224.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling