-15.0%
KGC vs HTZ
-73.6%
+58.6%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +9.3% | -9.6% | -1.5% |
| 7D | +0.2% | -27.4% | +27.7% | +4.1% |
| 30D | -8.8% | -11.4% | +2.5% | -8.2% |
| 3M | -21.1% | -33.1% | +12.0% | -17.8% |
| 6M | -32.3% | -73.5% | +41.2% | -20.1% |
| YTD | -23.5% | -68.1% | +44.6% | -13.8% |
| 1Y | -15.0% | -74.3% | +59.3% | -1.7% |
| All | -15.0% | -73.6% | +58.6% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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