-4.3%
KGC vs RY
+46.4%
-50.7%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.0% | +4.4% | +4.3% |
| 7D | -6.8% | +2.5% | -9.2% | -9.0% |
| 30D | -9.2% | +8.4% | -17.6% | -16.1% |
| 3M | -9.1% | +1.2% | -10.3% | -11.0% |
| 6M | -25.7% | +19.4% | -45.0% | -41.2% |
| YTD | -23.6% | +25.4% | -49.1% | -44.4% |
| 1Y | -4.3% | +46.7% | -51.0% | -34.4% |
| All | -4.3% | +46.4% | -50.7% | -34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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