+986.5%
KGC vs AVTR
+1.7%
+984.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.4% | -0.8% | -2.1% |
| 7D | -1.3% | +2.7% | -4.0% | -1.6% |
| 30D | +20.3% | +12.1% | +8.2% | +18.6% |
| 3M | +8.1% | +57.2% | -49.2% | +1.7% |
| 6M | -8.8% | +73.1% | -81.8% | -15.3% |
| YTD | +10.1% | +30.6% | -20.6% | +5.2% |
| 1Y | +44.2% | +13.5% | +30.7% | +39.0% |
| 3Y | +533.0% | -31.0% | +564.0% | +544.6% |
| 5Y | +443.0% | -63.2% | +506.2% | +492.3% |
| All | +986.5% | +1.7% | +984.8% | +941.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling