+451.7%
KGC vs NUE
+142.4%
+309.2%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -4.1% |
| 7D | -8.4% | -2.7% | -5.7% | -7.9% |
| 30D | +6.3% | -6.1% | +12.4% | +7.6% |
| 3M | +22.4% | +2.2% | +20.2% | +21.2% |
| 6M | -11.4% | +50.8% | -62.2% | -19.7% |
| YTD | +3.1% | +57.5% | -54.4% | -7.3% |
| 1Y | +26.6% | +82.5% | -55.9% | +9.9% |
| 3Y | +525.6% | +61.7% | +463.9% | +444.2% |
| 5Y | +451.7% | +145.1% | +306.5% | +318.7% |
| All | +451.7% | +142.4% | +309.2% | +318.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling