+710.2%
KGC vs RMD
+269.7%
+440.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.4% |
| 7D | -0.1% | -4.7% | +4.6% | +1.1% |
| 30D | +10.5% | +0.2% | +10.2% | +10.5% |
| 3M | +19.8% | +12.0% | +7.8% | +15.9% |
| 6M | -6.7% | -12.5% | +5.9% | -3.8% |
| YTD | +7.8% | -7.9% | +15.7% | +9.4% |
| 1Y | +35.7% | -20.4% | +56.1% | +42.9% |
| 3Y | +553.7% | +53.1% | +500.6% | +463.8% |
| 5Y | +461.7% | -22.1% | +483.8% | +471.6% |
| 10Y | +710.2% | +275.4% | +434.8% | +565.6% |
| All | +710.2% | +269.7% | +440.5% | +565.6% |
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