+357.0%
KGC vs RVTY
+2,416.7%
-2,059.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.2% |
| 7D | -1.3% | +1.1% | -2.4% | -1.4% |
| 30D | +20.3% | +13.2% | +7.1% | +18.6% |
| 3M | +8.1% | +27.2% | -19.2% | +5.0% |
| 6M | -8.8% | +32.4% | -41.2% | -11.9% |
| YTD | +10.1% | +34.9% | -24.8% | +6.0% |
| 1Y | +44.2% | +52.4% | -8.2% | +36.8% |
| 3Y | +533.0% | +12.3% | +520.7% | +514.6% |
| 5Y | +443.0% | -30.8% | +473.8% | +451.9% |
| 10Y | +678.6% | +150.7% | +527.9% | +592.9% |
| All | +357.0% | +2,416.7% | -2,059.7% | +264.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling