-15.0%
KGC vs ROIV
+104.3%
-119.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.3% | -7.1% | -6.1% |
| 7D | +8.0% | +14.3% | -6.3% | +4.7% |
| 30D | -9.3% | +16.2% | -25.5% | -12.5% |
| 3M | -21.3% | +15.1% | -36.4% | -24.2% |
| 6M | -31.5% | +44.2% | -75.7% | -38.4% |
| YTD | -23.2% | +89.8% | -113.1% | -34.6% |
| 1Y | -15.0% | +94.6% | -109.6% | -28.8% |
| All | -15.0% | +104.3% | -119.3% | -28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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