+555.2%
KGC vs RCAT
+762.9%
-207.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.0% | -0.3% | -2.2% |
| 7D | -1.3% | -1.4% | +0.1% | -1.2% |
| 30D | +20.3% | -3.3% | +23.6% | +20.4% |
| 3M | +8.1% | -43.2% | +51.3% | +11.2% |
| 6M | -8.8% | -43.2% | +34.4% | -6.9% |
| YTD | +10.1% | +5.5% | +4.5% | +9.4% |
| 1Y | +44.2% | -1.6% | +45.9% | +43.2% |
| All | +555.2% | +762.9% | -207.7% | +485.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling