+1,115.8%
RSP vs KGC
+318.9%
+796.9%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.0% | -3.4% | -0.6% |
| 7D | -1.0% | +10.5% | -11.5% | -1.9% |
| 30D | +2.6% | -4.1% | +6.6% | +2.8% |
| 3M | -0.8% | -13.1% | +12.3% | +0.1% |
| 6M | +6.3% | -27.5% | +33.8% | +8.7% |
| YTD | +14.1% | -20.7% | +34.8% | +15.2% |
| 1Y | +18.0% | -6.1% | +24.1% | +17.2% |
| 3Y | +61.0% | +318.6% | -257.6% | +37.4% |
| 5Y | +45.6% | +289.9% | -244.3% | +23.2% |
| 10Y | +220.2% | +501.8% | -281.7% | +148.6% |
| All | +1,115.8% | +318.9% | +796.9% | +816.4% |
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