+660.5%
KGC vs NVMI
+3,158.6%
-2,498.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.4% |
| 7D | -5.6% | -0.1% | -5.6% | -5.6% |
| 30D | +6.1% | -8.4% | +14.5% | +7.8% |
| 3M | +17.3% | -33.6% | +50.9% | +25.8% |
| 6M | -10.3% | -14.7% | +4.4% | -8.5% |
| YTD | +3.9% | +13.2% | -9.4% | +0.8% |
| 1Y | +25.7% | +29.0% | -3.3% | +19.0% |
| 3Y | +526.0% | +215.0% | +311.0% | +385.8% |
| 5Y | +455.5% | +268.6% | +186.9% | +308.6% |
| All | +660.5% | +3,158.6% | -2,498.1% | +281.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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