+650.5%
KGC vs NTR
+103.7%
+546.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.2% | +0.3% |
| 7D | -0.1% | +0.5% | -0.6% | -0.2% |
| 30D | +10.5% | +21.7% | -11.3% | +6.3% |
| 3M | +19.8% | +22.8% | -3.0% | +14.8% |
| 6M | -6.7% | +8.2% | -14.9% | -8.8% |
| YTD | +7.8% | +32.9% | -25.1% | +1.1% |
| 1Y | +35.7% | +45.3% | -9.7% | +24.8% |
| 3Y | +553.7% | +41.7% | +512.0% | +497.5% |
| 5Y | +461.7% | +49.8% | +411.9% | +425.3% |
| All | +650.5% | +103.7% | +546.8% | +704.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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