+728.6%
KGC vs NVT
+731.8%
-3.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.6% | -4.0% | 0.0% |
| 7D | -5.6% | +4.1% | -9.7% | -6.2% |
| 30D | +6.1% | -5.1% | +11.3% | +6.8% |
| 3M | +17.3% | -1.2% | +18.5% | +17.0% |
| 6M | -10.3% | +46.6% | -56.9% | -15.7% |
| YTD | +3.9% | +60.0% | -56.1% | -3.5% |
| 1Y | +25.7% | +70.8% | -45.1% | +15.9% |
| 3Y | +526.0% | +187.5% | +338.4% | +435.0% |
| 5Y | +455.5% | +426.1% | +29.3% | +345.1% |
| All | +728.6% | +731.8% | -3.2% | +526.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling