+37.6%
KGC vs AVAV
-37.1%
+74.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.7% | -0.5% | -2.1% |
| 7D | -1.3% | -2.2% | +0.9% | -1.0% |
| 30D | +20.3% | -13.9% | +34.2% | +22.3% |
| 3M | +8.1% | -29.2% | +37.3% | +12.3% |
| 6M | -8.8% | -36.1% | +27.4% | -5.3% |
| YTD | +10.1% | -40.2% | +50.3% | +11.6% |
| All | +37.6% | -37.1% | +74.7% | +43.7% |
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 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