+315.8%
KGC vs RBA
+63.1%
+252.7%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | 0.0% |
| 7D | -6.7% | +1.7% | -8.4% | -7.0% |
| 30D | -6.7% | +8.3% | -15.0% | -8.4% |
| 3M | -22.6% | +10.5% | -33.1% | -24.5% |
| 6M | -33.4% | -5.9% | -27.6% | -33.6% |
| YTD | -26.0% | -6.9% | -19.1% | -25.8% |
| 1Y | -18.3% | -4.9% | -13.4% | -18.6% |
| 3Y | +315.8% | +64.5% | +251.3% | +240.9% |
| All | +315.8% | +63.1% | +252.7% | +240.9% |
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