+461.7%
KGC vs HRB
+104.8%
+356.8%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +0.3% |
| 7D | -0.1% | -10.6% | +10.5% | +0.1% |
| 30D | +10.5% | -0.8% | +11.3% | +10.6% |
| 3M | +19.8% | +19.1% | +0.7% | +19.7% |
| 6M | -6.7% | +48.7% | -55.4% | -7.5% |
| YTD | +7.8% | +7.1% | +0.7% | +8.5% |
| 1Y | +35.7% | -8.3% | +44.0% | +38.0% |
| 3Y | +553.7% | +25.8% | +527.9% | +545.8% |
| 5Y | +461.7% | +111.1% | +350.6% | +457.9% |
| All | +461.7% | +104.8% | +356.8% | +457.9% |
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