+433.6%
KGC vs NXT
+229.3%
+204.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -4.8% | -0.9% | -5.1% |
| 7D | +8.0% | +4.0% | +4.1% | +7.4% |
| 30D | -9.3% | +15.9% | -25.2% | -11.3% |
| 3M | -21.3% | -3.0% | -18.3% | -21.4% |
| 6M | -31.5% | -20.7% | -10.8% | -30.0% |
| YTD | -23.2% | +14.6% | -37.8% | -24.2% |
| 1Y | -15.0% | -7.1% | -8.0% | -15.0% |
| 3Y | +328.7% | +189.4% | +139.3% | +298.0% |
| All | +433.6% | +229.3% | +204.3% | +429.4% |
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 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