-4.3%
KGC vs AVTR
+37.4%
-41.7%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.4% | +7.1% | +7.4% |
| 7D | -6.8% | -6.2% | -0.6% | -5.4% |
| 30D | -9.2% | -1.0% | -8.1% | -8.9% |
| 3M | -9.1% | +14.4% | -23.5% | -11.8% |
| 6M | -25.7% | +95.9% | -121.5% | -36.8% |
| YTD | -23.6% | +36.6% | -60.2% | -33.0% |
| 1Y | -4.3% | +35.1% | -39.4% | -15.4% |
| All | -4.3% | +37.4% | -41.7% | -15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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