+658.7%
KGC vs RVTY
+140.1%
+518.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | +0.1% | -1.8% |
| 7D | +2.4% | +0.4% | +2.1% | +2.4% |
| 30D | +9.2% | +10.8% | -1.6% | +6.9% |
| 3M | +16.7% | +26.8% | -10.0% | +10.9% |
| 6M | -7.0% | +39.3% | -46.3% | -13.4% |
| YTD | +7.5% | +31.6% | -24.1% | +0.9% |
| 1Y | +34.4% | +47.7% | -13.3% | +22.9% |
| 3Y | +552.0% | +19.9% | +532.0% | +508.2% |
| 5Y | +454.5% | -32.3% | +486.9% | +462.4% |
| 10Y | +658.7% | +138.4% | +520.2% | +619.6% |
| All | +658.7% | +140.1% | +518.6% | +619.6% |
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