+1,232.9%
KGC vs RCAT
-100.0%
+1,332.9%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.0% | -0.3% | -2.3% |
| 7D | -1.3% | -1.4% | +0.1% | -1.3% |
| 30D | +20.3% | -3.3% | +23.6% | +20.3% |
| 3M | +8.1% | -43.2% | +51.3% | +8.2% |
| 6M | -8.8% | -43.2% | +34.4% | -8.7% |
| YTD | +10.1% | +5.5% | +4.5% | +10.0% |
| 1Y | +44.2% | -1.6% | +45.9% | +44.1% |
| 3Y | +533.0% | +773.7% | -240.7% | +528.7% |
| 5Y | +443.0% | +187.6% | +255.4% | +439.7% |
| 10Y | +678.6% | -98.5% | +777.0% | +654.6% |
| All | +1,232.9% | -100.0% | +1,332.9% | +1,085.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling