+463.0%
KGC vs AVAV
+39.7%
+423.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +22.4% |
| 3M | +8.1% | -29.2% | +37.3% | +12.2% |
| 6M | -8.8% | -36.1% | +27.4% | -4.7% |
| YTD | +10.1% | -40.2% | +50.3% | +14.2% |
| 1Y | +44.2% | -36.2% | +80.4% | +47.1% |
| 3Y | +533.0% | +47.5% | +485.5% | +452.7% |
| All | +463.0% | +39.7% | +423.3% | +395.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling