+9,685.3%
RTX vs KGC
+229.2%
+9,456.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.0% | -4.2% | -1.3% |
| 7D | -5.1% | +10.5% | -15.6% | -5.3% |
| 30D | +5.1% | -4.1% | +9.2% | +5.2% |
| 3M | -14.8% | -13.1% | -1.7% | -14.7% |
| 6M | +8.0% | -27.5% | +35.6% | +8.4% |
| YTD | +4.5% | -20.7% | +25.2% | +4.6% |
| 1Y | +9.8% | -6.1% | +15.9% | +9.8% |
| 3Y | +144.2% | +318.6% | -174.4% | +138.3% |
| 5Y | +131.4% | +289.9% | -158.5% | +125.4% |
| 10Y | +273.3% | +501.8% | -228.6% | +260.5% |
| All | +9,685.3% | +229.2% | +9,456.1% | +10,588.6% |
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