+230.9%
KGC vs RBA
+3,565.6%
-3,334.6%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.3% |
| 7D | -1.3% | -2.9% | +1.6% | -0.7% |
| 30D | +20.3% | -12.3% | +32.6% | +23.4% |
| 3M | +8.1% | -20.5% | +28.6% | +12.4% |
| 6M | -8.8% | -18.5% | +9.8% | -5.7% |
| YTD | +10.1% | -18.2% | +28.3% | +13.7% |
| 1Y | +44.2% | -27.5% | +71.7% | +52.4% |
| 3Y | +533.0% | +38.1% | +495.0% | +483.9% |
| 5Y | +443.0% | +44.8% | +398.2% | +387.4% |
| 10Y | +678.6% | +187.1% | +491.4% | +489.0% |
| All | +230.9% | +3,565.6% | -3,334.6% | +66.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling