+229.2%
KGC vs RRC
+1,414.2%
-1,184.9%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.9% | +5.9% | +3.4% |
| 7D | +10.5% | -10.8% | +21.3% | +11.9% |
| 30D | -4.1% | +22.3% | -26.4% | -6.6% |
| 3M | -13.1% | +26.6% | -39.7% | -15.8% |
| 6M | -27.5% | +18.9% | -46.5% | -29.5% |
| YTD | -20.7% | +39.2% | -59.9% | -24.6% |
| 1Y | -6.1% | +34.0% | -40.0% | -10.3% |
| 3Y | +318.6% | +42.0% | +276.6% | +293.2% |
| 5Y | +289.9% | +111.9% | +178.1% | +240.4% |
| 10Y | +501.8% | +62.8% | +439.1% | +385.0% |
| All | +229.2% | +1,414.2% | -1,184.9% | +144.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling