-4.3%
KGC vs RRX
+30.0%
-34.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -3.6% | +11.1% | +8.3% |
| 7D | -6.8% | +7.6% | -14.4% | -8.8% |
| 30D | -9.2% | +7.5% | -16.7% | -11.1% |
| 3M | -9.1% | -21.0% | +11.9% | -5.1% |
| 6M | -25.7% | -18.1% | -7.6% | -24.2% |
| YTD | -23.6% | +24.3% | -47.9% | -27.9% |
| 1Y | -4.3% | +29.3% | -33.6% | -11.6% |
| All | -4.3% | +30.0% | -34.3% | -11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 1y: compounded portfolio wealth divided by compounded RRX 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…
1y analysis · Full analysis span regression · 6 months rolling