+447.6%
KGC vs RPRX
+66.6%
+381.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.3% |
| 7D | -1.3% | +5.1% | -6.4% | -2.2% |
| 30D | +20.3% | +11.2% | +9.1% | +17.9% |
| 3M | +8.1% | +16.7% | -8.6% | +4.9% |
| 6M | -8.8% | +36.0% | -44.8% | -14.0% |
| YTD | +10.1% | +67.8% | -57.7% | -0.2% |
| 1Y | +44.2% | +76.7% | -32.5% | +29.3% |
| 3Y | +533.0% | +128.1% | +404.9% | +433.9% |
| 5Y | +443.0% | +82.9% | +360.1% | +379.8% |
| All | +447.6% | +66.6% | +381.0% | +373.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 RPRX 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