+145.0%
KGC vs RBA
+4,102.2%
-3,957.2%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.4% | +0.3% | +2.3% |
| 7D | +11.1% | +2.5% | +8.6% | +10.6% |
| 30D | -3.7% | +11.6% | -15.3% | -6.0% |
| 3M | -17.2% | +1.5% | -18.7% | -17.7% |
| 6M | -27.3% | -6.6% | -20.7% | -26.9% |
| YTD | -18.5% | -6.3% | -12.3% | -18.3% |
| 1Y | -5.7% | -4.0% | -1.8% | -5.9% |
| 3Y | +336.5% | +47.3% | +289.2% | +296.9% |
| 5Y | +298.7% | +47.7% | +251.1% | +256.2% |
| 10Y | +538.5% | +224.7% | +313.8% | +370.2% |
| All | +145.0% | +4,102.2% | -3,957.2% | +19.7% |
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