+538.5%
KGC vs RCAT
-99.6%
+638.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +11.4% | -8.6% | +2.7% |
| 7D | +11.1% | +1.1% | +10.0% | +11.1% |
| 30D | -3.7% | -22.0% | +18.3% | -3.6% |
| 3M | -17.2% | -51.1% | +33.9% | -16.8% |
| 6M | -27.3% | -56.6% | +29.3% | -26.9% |
| YTD | -18.5% | -43.3% | +24.7% | -18.3% |
| 1Y | -5.7% | -51.5% | +45.8% | -5.4% |
| 3Y | +336.5% | +411.4% | -74.9% | +331.0% |
| 5Y | +298.7% | +74.4% | +224.3% | +294.4% |
| 10Y | +538.5% | -99.6% | +638.1% | +515.5% |
| All | +538.5% | -99.6% | +638.1% | +515.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 10y: compounded portfolio wealth divided by compounded RCAT 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…
10y analysis · Full analysis span regression · 6 months rolling