+44.2%
KGC vs UTHR
+23.3%
+21.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.7% | -2.2% |
| 7D | -1.3% | -5.4% | +4.1% | -0.4% |
| 30D | +20.3% | -6.0% | +26.3% | +21.5% |
| 3M | +8.1% | -11.0% | +19.1% | +10.0% |
| 6M | -8.8% | -0.5% | -8.2% | -8.0% |
| YTD | +10.1% | +0.1% | +10.0% | +10.9% |
| 1Y | +44.2% | +28.2% | +16.1% | +41.0% |
| All | +44.2% | +23.3% | +21.0% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 1y: compounded portfolio wealth divided by compounded UTHR 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…
1y analysis · Full analysis span regression · 6 months rolling