+570.3%
KGC vs RBA
+32.9%
+537.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.4% |
| 7D | -1.3% | -2.9% | +1.6% | -0.5% |
| 30D | +20.3% | -12.3% | +32.6% | +24.3% |
| 3M | +8.1% | -20.5% | +28.6% | +13.0% |
| 6M | -8.8% | -18.5% | +9.8% | -5.6% |
| YTD | +10.1% | -18.2% | +28.3% | +14.1% |
| 1Y | +44.2% | -27.5% | +71.7% | +54.4% |
| All | +570.3% | +32.9% | +537.4% | +483.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling