+521.7%
KGC vs NVS
+54.6%
+467.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.3% |
| 7D | -8.4% | -15.7% | +7.3% | -2.9% |
| 30D | +6.3% | -11.1% | +17.4% | +10.3% |
| 3M | +22.4% | -7.2% | +29.6% | +24.6% |
| 6M | -11.4% | -12.3% | +0.9% | -7.9% |
| YTD | +3.1% | +2.8% | +0.4% | +2.3% |
| 1Y | +26.6% | +11.9% | +14.7% | +22.1% |
| All | +521.7% | +54.6% | +467.1% | +453.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 3y: compounded portfolio wealth divided by compounded NVS 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…
3y analysis · Full analysis span regression · 6 months rolling