+463.0%
KGC vs RVTY
-30.5%
+493.6%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.2% |
| 7D | -1.3% | +1.1% | -2.4% | -1.6% |
| 30D | +20.3% | +13.2% | +7.1% | +16.1% |
| 3M | +8.1% | +27.2% | -19.2% | +0.8% |
| 6M | -8.8% | +32.4% | -41.2% | -16.1% |
| YTD | +10.1% | +34.9% | -24.8% | +0.1% |
| 1Y | +44.2% | +52.4% | -8.2% | +26.3% |
| 3Y | +533.0% | +12.3% | +520.7% | +488.2% |
| All | +463.0% | -30.5% | +493.6% | +461.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling