+222.0%
KGC vs RCAT
+41.8%
+180.2%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.4% | +3.7% | +0.4% |
| 7D | -6.7% | -5.9% | -0.7% | -6.3% |
| 30D | -6.7% | -19.7% | +13.0% | -5.7% |
| 3M | -22.6% | -62.9% | +40.3% | -18.5% |
| 6M | -33.4% | -59.6% | +26.1% | -30.6% |
| YTD | -26.0% | -52.1% | +26.1% | -23.5% |
| 1Y | -18.3% | -50.9% | +32.6% | -15.8% |
| 3Y | +315.8% | +333.8% | -18.0% | +282.0% |
| All | +222.0% | +41.8% | +180.2% | +197.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling