+352.7%
KGC vs NVD
-98.5%
+451.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.9% | -3.7% | +0.6% |
| 7D | -6.7% | +28.6% | -35.3% | -4.2% |
| 30D | -6.7% | +73.6% | -80.3% | -1.0% |
| 3M | -22.6% | +70.1% | -92.7% | -17.6% |
| 6M | -33.4% | +53.6% | -87.0% | -29.0% |
| YTD | -26.0% | -7.0% | -19.0% | -23.5% |
| 1Y | -18.3% | -9.0% | -9.3% | -15.5% |
| 3Y | +315.8% | -98.3% | +414.1% | +304.0% |
| All | +352.7% | -98.5% | +451.3% | +337.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 10y: compounded portfolio wealth divided by compounded NVD 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…
10y analysis · Full analysis span regression · 6 months rolling