+318.6%
KGC vs ROIV
+314.9%
+3.7%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +6.2% | -3.2% | +1.6% |
| 7D | +10.5% | +5.3% | +5.1% | +9.1% |
| 30D | -4.1% | +11.9% | -15.9% | -6.6% |
| 3M | -13.1% | +10.7% | -23.8% | -15.6% |
| 6M | -27.5% | +34.9% | -62.5% | -33.4% |
| YTD | -20.7% | +79.2% | -99.9% | -31.9% |
| 1Y | -6.1% | +89.0% | -95.1% | -20.4% |
| 3Y | +318.6% | +337.3% | -18.7% | +204.7% |
| All | +318.6% | +314.9% | +3.7% | +204.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling