+451.7%
KGC vs RVMD
+560.0%
-108.4%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.1% | -2.2% | -4.1% |
| 7D | -8.4% | -3.6% | -4.9% | -8.1% |
| 30D | +6.3% | -1.1% | +7.4% | +6.4% |
| 3M | +22.4% | +41.0% | -18.6% | +19.0% |
| 6M | -11.4% | +105.7% | -117.1% | -16.9% |
| YTD | +3.1% | +155.3% | -152.2% | -5.8% |
| 1Y | +26.6% | +402.7% | -376.1% | +8.3% |
| 3Y | +525.6% | +533.1% | -7.5% | +408.9% |
| 5Y | +451.7% | +583.5% | -131.9% | +321.2% |
| All | +451.7% | +560.0% | -108.4% | +321.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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