+559.2%
KGC vs NVD
-99.2%
+658.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.9% | -1.6% | +0.4% |
| 7D | -0.1% | +0.5% | -0.6% | 0.0% |
| 30D | +10.5% | -9.3% | +19.8% | +9.9% |
| 3M | +19.8% | -22.1% | +41.9% | +18.4% |
| 6M | -6.7% | -45.8% | +39.1% | -9.4% |
| YTD | +7.8% | -46.7% | +54.5% | +4.8% |
| 1Y | +35.7% | -59.5% | +95.1% | +30.4% |
| 3Y | +553.7% | -99.2% | +652.9% | +494.1% |
| All | +559.2% | -99.2% | +658.4% | +499.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling