+549.6%
KGC vs RRX
+3.6%
+546.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.5% | +2.8% | +0.7% |
| 7D | -0.1% | -0.7% | +0.6% | 0.0% |
| 30D | +10.5% | -8.0% | +18.4% | +11.9% |
| 3M | +19.8% | -25.1% | +44.8% | +24.2% |
| 6M | -6.7% | -18.3% | +11.6% | -4.8% |
| YTD | +7.8% | +14.2% | -6.4% | +5.8% |
| 1Y | +35.7% | +13.0% | +22.6% | +33.1% |
| All | +549.6% | +3.6% | +546.0% | +538.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling