+1,516.1%
NRG vs KGC
+285.2%
+1,230.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.3% | -3.8% | -3.6% |
| 7D | +3.9% | -0.1% | +4.0% | +3.8% |
| 30D | -3.0% | +10.5% | -13.5% | -4.7% |
| 3M | -10.9% | +19.8% | -30.7% | -13.8% |
| 6M | -25.3% | -6.7% | -18.6% | -25.0% |
| YTD | -26.8% | +7.8% | -34.6% | -28.5% |
| 1Y | -23.3% | +35.7% | -59.0% | -28.0% |
| 3Y | +208.6% | +553.7% | -345.1% | +123.1% |
| 5Y | +194.1% | +461.7% | -267.6% | +112.2% |
| 10Y | +1,123.6% | +710.2% | +413.4% | +652.9% |
| All | +1,516.1% | +285.2% | +1,230.9% | +817.3% |
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