+35.7%
KGC vs AVTR
+13.4%
+22.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.7% | +0.6% |
| 7D | -0.1% | +1.6% | -1.7% | -0.3% |
| 30D | +10.5% | +8.4% | +2.1% | +9.2% |
| 3M | +19.8% | +50.2% | -30.4% | +12.9% |
| 6M | -6.7% | +82.6% | -89.2% | -14.1% |
| YTD | +7.8% | +29.8% | -22.1% | +0.2% |
| 1Y | +35.7% | +16.0% | +19.7% | +24.6% |
| All | +35.7% | +13.4% | +22.3% | +24.6% |
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