+222.0%
KGC vs RRX
+9.8%
+212.2%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +0.7% |
| 7D | -6.7% | +4.3% | -11.0% | -7.4% |
| 30D | -6.7% | +12.3% | -19.0% | -9.1% |
| 3M | -22.6% | +3.7% | -26.2% | -23.5% |
| 6M | -33.4% | -13.9% | -19.5% | -32.5% |
| YTD | -26.0% | +26.5% | -52.4% | -30.2% |
| 1Y | -18.3% | +29.3% | -47.6% | -23.3% |
| 3Y | +315.8% | +65.6% | +250.2% | +251.8% |
| All | +222.0% | +9.8% | +212.2% | +177.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling