+4,549.4%
RCL vs KGC
+753.1%
+3,796.3%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.1% | 0.0% |
| 7D | -5.1% | -1.3% | -3.8% | -5.0% |
| 30D | -19.0% | +20.3% | -39.3% | -19.7% |
| 3M | -9.6% | +8.1% | -17.7% | -10.0% |
| 6M | -6.7% | -8.8% | +2.1% | -6.5% |
| YTD | -3.9% | +10.1% | -14.0% | -4.6% |
| 1Y | -25.1% | +44.2% | -69.3% | -26.5% |
| 3Y | +179.1% | +533.0% | -353.9% | +157.3% |
| 5Y | +243.3% | +443.0% | -199.7% | +216.3% |
| 10Y | +325.8% | +678.6% | -352.8% | +281.8% |
| All | +4,549.4% | +753.1% | +3,796.3% | +3,901.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 all: compounded portfolio wealth divided by compounded KGC 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…
all analysis · Full analysis span regression · 6 months rolling