+222.0%
KGC vs NVT
+226.5%
-4.6%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.4% |
| 7D | -6.7% | +8.0% | -14.6% | -8.3% |
| 30D | -6.7% | -24.8% | +18.1% | -1.0% |
| 3M | -22.6% | -32.4% | +9.9% | -15.9% |
| 6M | -33.4% | -33.5% | 0.0% | -27.7% |
| YTD | -26.0% | +13.2% | -39.2% | -30.0% |
| 1Y | -18.3% | +9.0% | -27.3% | -22.0% |
| 3Y | +315.8% | +129.4% | +186.4% | +218.7% |
| All | +222.0% | +226.5% | -4.6% | +93.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling