+25.7%
KGC vs NVDX
+9.6%
+16.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.8% |
| 7D | -5.6% | -10.2% | +4.6% | -3.6% |
| 30D | +6.1% | -7.3% | +13.5% | +7.4% |
| 3M | +17.3% | +5.5% | +11.8% | +15.2% |
| 6M | -10.3% | +18.3% | -28.6% | -14.1% |
| YTD | +3.9% | +11.4% | -7.6% | -0.6% |
| 1Y | +25.7% | +12.7% | +13.0% | +19.1% |
| All | +25.7% | +9.6% | +16.1% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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