-4.3%
KGC vs AVAV
-68.0%
+63.7%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -8.3% | +15.8% | +8.4% |
| 7D | -6.8% | -10.1% | +3.3% | -5.8% |
| 30D | -9.2% | -18.7% | +9.6% | -7.0% |
| 3M | -9.1% | -33.0% | +23.9% | -5.0% |
| 6M | -25.7% | -37.2% | +11.5% | -21.9% |
| YTD | -23.6% | -53.2% | +29.6% | -21.3% |
| 1Y | -4.3% | -69.0% | +64.7% | +4.9% |
| All | -4.3% | -68.0% | +63.7% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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