+238.3%
KGC vs RRC
+1,418.2%
-1,179.9%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.3% | +2.5% | +2.7% |
| 7D | +11.1% | -10.3% | +21.5% | +12.5% |
| 30D | -3.7% | +19.5% | -23.2% | -6.0% |
| 3M | -17.2% | +27.9% | -45.1% | -19.9% |
| 6M | -27.3% | +21.2% | -48.4% | -29.4% |
| YTD | -18.5% | +39.6% | -58.1% | -22.5% |
| 1Y | -5.7% | +31.3% | -37.0% | -9.7% |
| 3Y | +336.5% | +51.9% | +284.5% | +306.7% |
| 5Y | +298.7% | +110.2% | +188.5% | +248.4% |
| 10Y | +538.5% | +56.7% | +481.9% | +417.8% |
| All | +238.3% | +1,418.2% | -1,179.9% | +151.2% |
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