+44.2%
KGC vs NXT
+26.2%
+18.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.2% | -3.5% | -2.6% |
| 7D | -1.3% | -1.1% | -0.2% | -1.0% |
| 30D | +20.3% | -15.3% | +35.6% | +25.4% |
| 3M | +8.1% | -43.8% | +51.9% | +24.3% |
| 6M | -8.8% | -18.7% | +9.9% | -4.4% |
| YTD | +10.1% | -3.0% | +13.1% | +12.0% |
| 1Y | +44.2% | +22.7% | +21.5% | +48.5% |
| All | +44.2% | +26.2% | +18.0% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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