+463.0%
KGC vs RRC
+156.2%
+306.8%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -2.1% |
| 7D | -1.3% | +1.3% | -2.6% | -1.5% |
| 30D | +20.3% | +10.1% | +10.2% | +18.5% |
| 3M | +8.1% | +4.0% | +4.1% | +7.2% |
| 6M | -8.8% | +1.6% | -10.4% | -9.6% |
| YTD | +10.1% | +19.7% | -9.7% | +5.6% |
| 1Y | +44.2% | +21.4% | +22.8% | +37.8% |
| 3Y | +533.0% | +29.7% | +503.4% | +487.6% |
| All | +463.0% | +156.2% | +306.8% | +352.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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