+752.1%
KGC vs NVMI
+1,995.1%
-1,242.9%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.3% | -3.7% | -2.4% |
| 7D | +2.4% | +11.7% | -9.2% | +1.8% |
| 30D | +9.2% | -4.0% | +13.3% | +9.4% |
| 3M | +16.7% | -25.8% | +42.5% | +18.5% |
| 6M | -7.0% | -8.3% | +1.3% | -6.8% |
| YTD | +7.5% | +14.8% | -7.3% | +6.6% |
| 1Y | +34.4% | +37.9% | -3.5% | +31.9% |
| 3Y | +552.0% | +216.3% | +335.7% | +510.1% |
| 5Y | +454.5% | +277.2% | +177.3% | +412.7% |
| 10Y | +658.7% | +3,074.3% | -2,415.7% | +553.3% |
| All | +752.1% | +1,995.1% | -1,242.9% | +686.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling