+480.7%
KGC vs NVDX
+815.5%
-334.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.2% | +0.4% |
| 7D | -0.1% | -0.9% | +0.8% | 0.0% |
| 30D | +10.5% | +3.0% | +7.5% | +10.0% |
| 3M | +19.8% | +6.8% | +13.0% | +18.6% |
| 6M | -6.7% | +28.6% | -35.3% | -9.1% |
| YTD | +7.8% | +17.0% | -9.2% | +5.3% |
| 1Y | +35.7% | +27.0% | +8.7% | +31.4% |
| All | +480.7% | +815.5% | -334.9% | +411.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling