+10,266.7%
RTX vs KGC
+357.0%
+9,909.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | -0.6% |
| 7D | -5.2% | -1.3% | -3.9% | -5.1% |
| 30D | -9.4% | +20.3% | -29.7% | -9.7% |
| 3M | +12.3% | +8.1% | +4.2% | +12.1% |
| 6M | -3.1% | -8.8% | +5.6% | -3.1% |
| YTD | +10.7% | +10.1% | +0.6% | +10.3% |
| 1Y | +28.4% | +44.2% | -15.8% | +27.5% |
| 3Y | +147.1% | +533.0% | -386.0% | +139.7% |
| 5Y | +167.2% | +443.0% | -275.8% | +159.1% |
| 10Y | +274.7% | +678.6% | -403.8% | +260.4% |
| All | +10,266.7% | +357.0% | +9,909.7% | +11,171.5% |
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