+318.6%
KGC vs AVAV
-5.8%
+324.4%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +10.5% | -7.5% | +1.8% |
| 7D | +10.5% | -10.6% | +21.1% | +11.6% |
| 30D | -4.1% | -18.8% | +14.7% | -2.0% |
| 3M | -13.1% | -34.1% | +21.0% | -9.3% |
| 6M | -27.5% | -35.3% | +7.8% | -24.6% |
| YTD | -20.7% | -53.4% | +32.7% | -16.2% |
| 1Y | -6.1% | -65.6% | +59.6% | +2.3% |
| 3Y | +318.6% | -5.1% | +323.7% | +307.0% |
| All | +318.6% | -5.8% | +324.4% | +307.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling