-18.3%
KGC vs RY
+38.8%
-57.1%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.4% |
| 7D | -6.7% | +0.6% | -7.2% | -7.1% |
| 30D | -6.7% | +5.0% | -11.7% | -10.9% |
| 3M | -22.6% | -5.3% | -17.3% | -18.7% |
| 6M | -33.4% | +13.8% | -47.3% | -44.6% |
| YTD | -26.0% | +21.0% | -46.9% | -44.3% |
| 1Y | -18.3% | +40.5% | -58.8% | -42.0% |
| All | -18.3% | +38.8% | -57.1% | -42.0% |
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