+14.7%
RTX vs KGC
-5.3%
+20.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +7.5% | -10.1% | -3.1% |
| 7D | +1.3% | -6.8% | +8.1% | +1.8% |
| 30D | +7.6% | -9.2% | +16.8% | +8.3% |
| 3M | -8.6% | -9.1% | +0.5% | -8.8% |
| 6M | +15.6% | -25.7% | +41.3% | +17.3% |
| YTD | +9.4% | -23.6% | +33.0% | +8.4% |
| 1Y | +14.7% | -4.3% | +19.0% | +10.7% |
| All | +14.7% | -5.3% | +20.0% | +10.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling