+568.9%
KGC vs RMD
+340.4%
+228.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.7% | -5.1% | -5.6% |
| 7D | +8.0% | +3.1% | +4.9% | +7.2% |
| 30D | -9.3% | +1.8% | -11.1% | -9.7% |
| 3M | -21.3% | +6.7% | -28.0% | -22.6% |
| 6M | -31.5% | +13.9% | -45.4% | -34.2% |
| YTD | -23.2% | -2.0% | -21.2% | -23.3% |
| 1Y | -15.0% | -5.4% | -9.6% | -14.4% |
| 3Y | +328.7% | +67.4% | +261.3% | +262.2% |
| 5Y | +262.9% | -5.7% | +268.6% | +250.9% |
| 10Y | +568.9% | +338.4% | +230.5% | +414.7% |
| All | +568.9% | +340.4% | +228.5% | +414.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling