-4.3%
KGC vs NUE
+86.4%
-90.7%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -2.1% | +9.5% | +8.0% |
| 7D | -6.8% | -1.4% | -5.4% | -6.5% |
| 30D | -9.2% | +6.6% | -15.7% | -10.8% |
| 3M | -9.1% | -2.0% | -7.1% | -8.4% |
| 6M | -25.7% | +19.2% | -44.9% | -31.2% |
| YTD | -23.6% | +65.6% | -89.2% | -39.6% |
| 1Y | -4.3% | +87.8% | -92.1% | -28.6% |
| All | -4.3% | +86.4% | -90.7% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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