+44.2%
KGC vs NVT
+73.8%
-29.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.6% | -4.9% | -3.1% |
| 7D | -1.3% | +5.1% | -6.4% | -2.8% |
| 30D | +20.3% | -3.7% | +24.0% | +21.2% |
| 3M | +8.1% | -10.1% | +18.2% | +11.3% |
| 6M | -8.8% | +37.5% | -46.2% | -20.8% |
| YTD | +10.1% | +53.7% | -43.7% | -8.1% |
| 1Y | +44.2% | +70.9% | -26.6% | +13.7% |
| All | +44.2% | +73.8% | -29.6% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 1y: compounded portfolio wealth divided by compounded NVT 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…
1y analysis · Full analysis span regression · 6 months rolling