+7,386.6%
NEE vs KGC
+207.3%
+7,179.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -2.1% | -6.7% | +4.6% | -1.9% |
| 30D | +8.6% | -6.7% | +15.3% | +8.8% |
| 3M | -0.3% | -22.6% | +22.3% | +0.4% |
| 6M | -8.9% | -33.4% | +24.5% | -7.9% |
| YTD | +8.3% | -26.0% | +34.3% | +8.9% |
| 1Y | +4.3% | -18.3% | +22.6% | +4.5% |
| 3Y | +70.7% | +315.8% | -245.1% | +62.1% |
| 5Y | +12.8% | +225.7% | -212.9% | +7.2% |
| 10Y | +287.2% | +610.5% | -323.2% | +259.1% |
| All | +7,386.6% | +207.3% | +7,179.3% | +7,178.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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