+288.1%
KGC vs RMD
-6.2%
+294.2%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.7% | +4.7% | +3.4% |
| 7D | +10.5% | +2.3% | +8.2% | +9.9% |
| 30D | -4.1% | +4.1% | -8.2% | -4.9% |
| 3M | -13.1% | +5.7% | -18.8% | -14.3% |
| 6M | -27.5% | +12.9% | -40.4% | -29.9% |
| YTD | -20.7% | -1.5% | -19.2% | -20.8% |
| 1Y | -6.1% | -4.8% | -1.3% | -5.4% |
| 3Y | +318.6% | +57.5% | +261.1% | +263.3% |
| All | +288.1% | -6.2% | +294.2% | +268.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling