+649.2%
KGC vs NXT
+171.8%
+477.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.6% | +3.9% | +0.7% |
| 7D | -0.1% | -0.2% | +0.1% | -0.1% |
| 30D | +10.5% | -20.0% | +30.4% | +13.5% |
| 3M | +19.8% | -30.9% | +50.7% | +25.1% |
| 6M | -6.7% | -23.8% | +17.1% | -3.5% |
| YTD | +7.8% | -5.4% | +13.2% | +9.5% |
| 1Y | +35.7% | +28.0% | +7.6% | +35.0% |
| 3Y | +553.7% | +93.3% | +460.4% | +524.1% |
| All | +649.2% | +171.8% | +477.5% | +664.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling