+549.6%
KGC vs NVT
+184.0%
+365.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.5% | +2.7% | +0.8% |
| 7D | -0.1% | +7.0% | -7.1% | -1.7% |
| 30D | +10.5% | -2.3% | +12.8% | +10.7% |
| 3M | +19.8% | -3.1% | +22.9% | +19.8% |
| 6M | -6.7% | +47.0% | -53.7% | -15.4% |
| YTD | +7.8% | +56.2% | -48.4% | -3.4% |
| 1Y | +35.7% | +74.5% | -38.9% | +19.1% |
| All | +549.6% | +184.0% | +365.6% | +446.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling