-15.0%
KGC vs ROIV
+96.8%
-111.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.6% |
| 7D | +0.2% | +9.5% | -9.2% | -1.9% |
| 30D | -8.8% | +21.0% | -29.8% | -12.8% |
| 3M | -21.1% | +18.7% | -39.8% | -24.6% |
| 6M | -32.3% | +44.5% | -76.8% | -39.2% |
| YTD | -23.5% | +92.9% | -116.3% | -35.0% |
| 1Y | -15.0% | +100.2% | -115.2% | -29.1% |
| All | -15.0% | +96.8% | -111.8% | -29.1% |
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