+44.2%
KGC vs RMD
-14.6%
+58.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.2% |
| 7D | -1.3% | -5.0% | +3.7% | 0.0% |
| 30D | +20.3% | +2.2% | +18.1% | +19.6% |
| 3M | +8.1% | +17.8% | -9.8% | +3.2% |
| 6M | -8.8% | -11.3% | +2.6% | -2.4% |
| YTD | +10.1% | -4.4% | +14.5% | +13.8% |
| 1Y | +44.2% | -15.7% | +59.9% | +59.8% |
| All | +44.2% | -14.6% | +58.8% | +59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 1y: compounded portfolio wealth divided by compounded RMD 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…
1y analysis · Full analysis span regression · 6 months rolling