+56.8%
RGTI vs KGC
+453.5%
-396.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.5% |
| 7D | +0.5% | -5.6% | +6.1% | +2.4% |
| 30D | -17.1% | +6.1% | -23.2% | -19.1% |
| 3M | -26.0% | +17.3% | -43.3% | -30.4% |
| 6M | -9.9% | -10.3% | +0.4% | -7.3% |
| YTD | -31.1% | +3.9% | -34.9% | -31.6% |
| 1Y | -8.5% | +25.7% | -34.2% | -14.2% |
| 3Y | +652.2% | +526.0% | +126.2% | +394.0% |
| All | +56.8% | +453.5% | -396.8% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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