-9.8%
KGC vs RCAT
-53.5%
+43.6%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +11.4% | -8.6% | +1.0% |
| 7D | +11.1% | +1.1% | +10.0% | +10.2% |
| 30D | -3.7% | -22.0% | +18.3% | -0.6% |
| 3M | -17.2% | -51.1% | +33.9% | -8.5% |
| 6M | -27.3% | -56.6% | +29.3% | -19.4% |
| YTD | -18.5% | -43.3% | +24.7% | -15.6% |
| All | -9.8% | -53.5% | +43.6% | -4.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling