+455.7%
KGC vs NVDX
+774.9%
-319.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.4% | +0.1% | -3.9% |
| 7D | -8.4% | -8.6% | +0.2% | -7.6% |
| 30D | +6.3% | -1.4% | +7.8% | +6.3% |
| 3M | +22.4% | +10.6% | +11.8% | +20.9% |
| 6M | -11.4% | +20.2% | -31.6% | -13.2% |
| YTD | +3.1% | +11.8% | -8.7% | +1.2% |
| 1Y | +26.6% | +12.9% | +13.7% | +23.7% |
| All | +455.7% | +774.9% | -319.2% | +391.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling