+538.5%
KGC vs AVAV
+423.1%
+115.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +12.6% | -9.9% | +1.5% |
| 7D | +11.1% | +3.2% | +8.0% | +10.5% |
| 30D | -3.7% | -7.4% | +3.7% | -3.3% |
| 3M | -17.2% | -32.0% | +14.8% | -14.4% |
| 6M | -27.3% | -24.6% | -2.7% | -26.0% |
| YTD | -18.5% | -47.5% | +29.0% | -15.3% |
| 1Y | -5.7% | -61.5% | +55.8% | +0.8% |
| 3Y | +336.5% | +5.5% | +331.0% | +313.1% |
| 5Y | +298.7% | +35.7% | +263.0% | +264.8% |
| 10Y | +538.5% | +379.1% | +159.5% | +622.7% |
| All | +538.5% | +423.1% | +115.4% | +622.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling