+527.8%
KGC vs RBA
+224.6%
+303.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.3% | +4.3% | +3.2% |
| 7D | +10.5% | +4.3% | +6.2% | +9.8% |
| 30D | -4.1% | +16.3% | -20.4% | -6.5% |
| 3M | -13.1% | +1.3% | -14.4% | -13.4% |
| 6M | -27.5% | -11.1% | -16.5% | -26.7% |
| YTD | -20.7% | -8.5% | -12.2% | -20.2% |
| 1Y | -6.1% | -2.1% | -3.9% | -6.4% |
| 3Y | +318.6% | +44.6% | +274.0% | +291.2% |
| 5Y | +289.9% | +36.8% | +253.1% | +263.5% |
| All | +527.8% | +224.6% | +303.2% | +517.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 10y: compounded portfolio wealth divided by compounded RBA 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…
10y analysis · Full analysis span regression · 6 months rolling