+221.2%
KGC vs RVMD
+437.8%
-216.6%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.4% | -1.1% | -3.3% |
| 7D | -4.1% | -0.7% | -3.3% | -4.0% |
| 30D | -11.6% | -6.4% | -5.2% | -11.3% |
| 3M | -24.5% | -14.1% | -10.5% | -23.8% |
| 6M | -34.6% | +21.0% | -55.6% | -35.8% |
| YTD | -26.2% | +121.4% | -147.6% | -32.1% |
| 1Y | -20.1% | +167.9% | -188.0% | -27.9% |
| 3Y | +312.4% | +794.7% | -482.3% | +226.5% |
| All | +221.2% | +437.8% | -216.6% | +146.9% |
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