+318.6%
KGC vs RVTY
+78.0%
+240.7%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.8% | +0.2% | +2.4% |
| 7D | +10.5% | -1.2% | +11.7% | +10.5% |
| 30D | -4.1% | +1.0% | -5.1% | -4.4% |
| 3M | -13.1% | +35.8% | -48.9% | -19.3% |
| 6M | -27.5% | +56.7% | -84.2% | -34.7% |
| YTD | -20.7% | +60.7% | -81.4% | -29.5% |
| 1Y | -6.1% | +73.7% | -79.8% | -17.6% |
| 3Y | +318.6% | +82.8% | +235.8% | +229.8% |
| All | +318.6% | +78.0% | +240.7% | +229.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling