+357.0%
KGC vs HRB
+3,357.9%
-3,000.9%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.0% | +1.7% | -2.1% |
| 7D | -1.3% | -5.7% | +4.4% | -1.0% |
| 30D | +20.3% | +7.9% | +12.4% | +19.8% |
| 3M | +8.1% | +32.1% | -24.0% | +6.4% |
| 6M | -8.8% | +62.2% | -71.0% | -11.5% |
| YTD | +10.1% | +16.4% | -6.3% | +8.7% |
| 1Y | +44.2% | -0.3% | +44.5% | +43.6% |
| 3Y | +533.0% | +36.0% | +497.0% | +516.7% |
| 5Y | +443.0% | +125.2% | +317.8% | +411.7% |
| 10Y | +678.6% | +237.7% | +440.9% | +604.1% |
| All | +357.0% | +3,357.9% | -3,000.9% | +252.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling