+665.1%
KGC vs NXT
+178.8%
+486.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.2% | -3.5% | -2.4% |
| 7D | -1.3% | -1.1% | -0.2% | -1.1% |
| 30D | +20.3% | -15.3% | +35.6% | +22.8% |
| 3M | +8.1% | -43.8% | +51.9% | +15.6% |
| 6M | -8.8% | -18.7% | +9.9% | -6.4% |
| YTD | +10.1% | -3.0% | +13.1% | +11.4% |
| 1Y | +44.2% | +22.7% | +21.5% | +43.7% |
| 3Y | +533.0% | +95.9% | +437.1% | +502.4% |
| All | +665.1% | +178.8% | +486.3% | +678.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling