+25.7%
KGC vs RRX
+15.2%
+10.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.7% | -3.0% | -0.2% |
| 7D | -5.6% | -0.3% | -5.3% | -5.6% |
| 30D | +6.1% | -6.1% | +12.3% | +7.6% |
| 3M | +17.3% | -23.1% | +40.4% | +22.4% |
| 6M | -10.3% | -19.5% | +9.2% | -8.9% |
| YTD | +3.9% | +16.1% | -12.2% | -0.6% |
| 1Y | +25.7% | +12.9% | +12.8% | +18.6% |
| All | +25.7% | +15.2% | +10.6% | +18.6% |
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