+19.5%
KGC vs RMD
+37,769.3%
-37,749.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.7% | -5.1% | -5.7% |
| 7D | +8.0% | +3.1% | +4.9% | +7.6% |
| 30D | -9.3% | +1.8% | -11.1% | -9.5% |
| 3M | -21.3% | +6.7% | -28.0% | -22.0% |
| 6M | -31.5% | +13.9% | -45.4% | -32.8% |
| YTD | -23.2% | -2.0% | -21.2% | -23.3% |
| 1Y | -15.0% | -5.4% | -9.6% | -14.7% |
| 3Y | +328.7% | +67.4% | +261.3% | +296.5% |
| 5Y | +262.9% | -5.7% | +268.6% | +257.5% |
| 10Y | +568.9% | +338.4% | +230.5% | +451.1% |
| All | +19.5% | +37,769.3% | -37,749.8% | -24.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling