+25.7%
KGC vs NVT
+71.6%
-45.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.6% | -4.0% | -0.7% |
| 7D | -5.6% | +4.1% | -9.7% | -6.9% |
| 30D | +6.1% | -5.1% | +11.3% | +7.6% |
| 3M | +17.3% | -1.2% | +18.5% | +16.5% |
| 6M | -10.3% | +46.6% | -56.9% | -23.7% |
| YTD | +3.9% | +60.0% | -56.1% | -14.1% |
| 1Y | +25.7% | +70.8% | -45.1% | +0.1% |
| All | +25.7% | +71.6% | -45.9% | +0.1% |
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