+757.6%
KGC vs NVT
+732.7%
+24.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +4.2% | -6.5% | -3.0% |
| 7D | +2.4% | +10.4% | -7.9% | +0.9% |
| 30D | +9.2% | -1.3% | +10.5% | +9.2% |
| 3M | +16.7% | -0.6% | +17.4% | +16.3% |
| 6M | -7.0% | +53.8% | -60.8% | -13.2% |
| YTD | +7.5% | +60.2% | -52.7% | -0.1% |
| 1Y | +34.4% | +76.8% | -42.4% | +23.3% |
| 3Y | +552.0% | +191.2% | +360.7% | +456.5% |
| 5Y | +454.5% | +430.9% | +23.6% | +344.2% |
| All | +757.6% | +732.7% | +24.9% | +548.6% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling