+432.1%
KGC vs NXT
+231.9%
+200.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.4% |
| 7D | +0.2% | -5.7% | +6.0% | +1.1% |
| 30D | -8.8% | +18.5% | -27.4% | -11.1% |
| 3M | -21.1% | -4.1% | -17.0% | -21.1% |
| 6M | -32.3% | -20.3% | -12.0% | -31.0% |
| YTD | -23.5% | +15.5% | -38.9% | -24.5% |
| 1Y | -15.0% | -5.0% | -10.0% | -15.1% |
| 3Y | +327.5% | +191.6% | +135.9% | +296.4% |
| All | +432.1% | +231.9% | +200.3% | +427.4% |
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