+222.0%
KGC vs ROIV
+380.3%
-158.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.4% |
| 7D | -6.7% | +1.7% | -8.3% | -6.8% |
| 30D | -6.7% | +17.6% | -24.2% | -8.4% |
| 3M | -22.6% | +9.0% | -31.5% | -23.6% |
| 6M | -33.4% | +35.3% | -68.7% | -35.9% |
| YTD | -26.0% | +82.2% | -108.2% | -31.0% |
| 1Y | -18.3% | +92.3% | -110.6% | -24.2% |
| 3Y | +315.8% | +336.8% | -21.0% | +256.6% |
| All | +222.0% | +380.3% | -158.3% | +151.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling