+568.9%
KGC vs RVTY
+212.9%
+356.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.0% | -4.8% | -5.6% |
| 7D | +8.0% | -2.7% | +10.7% | +8.6% |
| 30D | -9.3% | +3.2% | -12.5% | -10.1% |
| 3M | -21.3% | +37.2% | -58.5% | -26.8% |
| 6M | -31.5% | +57.7% | -89.2% | -38.2% |
| YTD | -23.2% | +64.8% | -88.1% | -31.8% |
| 1Y | -15.0% | +72.8% | -87.9% | -25.2% |
| 3Y | +328.7% | +89.8% | +238.9% | +262.2% |
| 5Y | +262.9% | -8.4% | +271.3% | +246.0% |
| 10Y | +568.9% | +219.5% | +349.4% | +498.7% |
| All | +568.9% | +212.9% | +356.0% | +498.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 10y: compounded portfolio wealth divided by compounded RVTY 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…
10y analysis · Full analysis span regression · 6 months rolling