+357.0%
KGC vs NUE
+14,617.8%
-14,260.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.7% | -2.2% |
| 7D | -1.3% | +4.2% | -5.5% | -2.2% |
| 30D | +20.3% | -5.0% | +25.3% | +21.4% |
| 3M | +8.1% | -0.2% | +8.3% | +7.7% |
| 6M | -8.8% | +49.1% | -57.9% | -17.0% |
| YTD | +10.1% | +61.0% | -50.9% | -1.7% |
| 1Y | +44.2% | +82.5% | -38.3% | +24.8% |
| 3Y | +533.0% | +57.9% | +475.1% | +451.6% |
| 5Y | +443.0% | +146.6% | +296.4% | +316.3% |
| 10Y | +678.6% | +561.6% | +117.0% | +342.0% |
| All | +357.0% | +14,617.8% | -14,260.8% | +121.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling