+660.5%
KGC vs NUE
+599.8%
+60.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.5% |
| 7D | -5.6% | -0.6% | -5.0% | -5.5% |
| 30D | +6.1% | -4.6% | +10.7% | +6.7% |
| 3M | +17.3% | -0.3% | +17.7% | +17.0% |
| 6M | -10.3% | +51.9% | -62.2% | -15.9% |
| YTD | +3.9% | +60.0% | -56.1% | -3.3% |
| 1Y | +25.7% | +82.9% | -57.2% | +14.7% |
| 3Y | +526.0% | +66.0% | +460.0% | +469.4% |
| 5Y | +455.5% | +149.0% | +306.5% | +377.0% |
| All | +660.5% | +599.8% | +60.7% | +434.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling