+463.0%
KGC vs RY
+140.8%
+322.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -1.7% |
| 7D | -1.3% | +3.1% | -4.4% | -3.5% |
| 30D | +20.3% | -0.3% | +20.6% | +20.3% |
| 3M | +8.1% | +8.7% | -0.6% | +0.8% |
| 6M | -8.8% | +28.5% | -37.3% | -25.1% |
| YTD | +10.1% | +25.1% | -15.1% | -7.8% |
| 1Y | +44.2% | +46.3% | -2.1% | +7.6% |
| 3Y | +533.0% | +154.9% | +378.1% | +201.3% |
| All | +463.0% | +140.8% | +322.3% | +176.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling