+647.3%
KGC vs NXT
+181.9%
+465.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.5% | -2.5% |
| 7D | +2.4% | +2.9% | -0.4% | +2.1% |
| 30D | +9.2% | -17.2% | +26.5% | +11.8% |
| 3M | +16.7% | -32.0% | +48.7% | +22.1% |
| 6M | -7.0% | -15.8% | +8.7% | -4.9% |
| YTD | +7.5% | -1.9% | +9.4% | +8.7% |
| 1Y | +34.4% | +22.5% | +11.9% | +33.8% |
| 3Y | +552.0% | +100.5% | +451.4% | +519.6% |
| All | +647.3% | +181.9% | +465.3% | +659.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling