+549.6%
KGC vs NUE
+60.7%
+488.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.2% |
| 7D | -0.1% | -2.3% | +2.2% | +0.2% |
| 30D | +10.5% | -6.1% | +16.6% | +11.4% |
| 3M | +19.8% | +1.7% | +18.1% | +19.1% |
| 6M | -6.7% | +53.1% | -59.8% | -12.6% |
| YTD | +7.8% | +59.0% | -51.3% | +0.6% |
| 1Y | +35.7% | +85.3% | -49.7% | +24.5% |
| All | +549.6% | +60.7% | +488.9% | +498.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling