+328.7%
KGC vs ROIV
+379.0%
-50.2%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.3% | -7.1% | -6.1% |
| 7D | +8.0% | +14.3% | -6.3% | +4.6% |
| 30D | -9.3% | +16.2% | -25.5% | -12.6% |
| 3M | -21.3% | +15.1% | -36.4% | -24.5% |
| 6M | -31.5% | +44.2% | -75.7% | -38.2% |
| YTD | -23.2% | +89.8% | -113.1% | -35.5% |
| 1Y | -15.0% | +94.6% | -109.6% | -29.2% |
| 3Y | +328.7% | +367.5% | -38.8% | +185.8% |
| All | +328.7% | +379.0% | -50.2% | +185.8% |
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 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