-87.9%
RIVN vs KGC
+252.6%
-340.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.2% | -5.1% | -4.9% |
| 7D | -10.5% | -6.7% | -3.9% | -8.9% |
| 30D | -5.9% | -6.7% | +0.7% | -4.5% |
| 3M | -23.0% | -22.6% | -0.4% | -18.3% |
| 6M | -14.6% | -33.4% | +18.8% | -6.5% |
| YTD | -38.2% | -26.0% | -12.2% | -34.4% |
| 1Y | -25.7% | -18.3% | -7.4% | -22.9% |
| 3Y | -24.8% | +315.8% | -340.6% | -50.1% |
| 5Y | -90.6% | +225.7% | -316.3% | -91.4% |
| All | -87.9% | +252.6% | -340.5% | -89.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling