+451.7%
KGC vs NVT
+399.9%
+51.7%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.1% | -2.2% | -3.8% |
| 7D | -8.4% | +2.0% | -10.4% | -8.9% |
| 30D | +6.3% | -7.2% | +13.5% | +8.0% |
| 3M | +22.4% | -0.9% | +23.3% | +21.7% |
| 6M | -11.4% | +42.6% | -54.0% | -19.6% |
| YTD | +3.1% | +52.9% | -49.7% | -7.8% |
| 1Y | +26.6% | +64.5% | -37.9% | +11.3% |
| 3Y | +525.6% | +178.0% | +347.6% | +374.1% |
| 5Y | +451.7% | +402.8% | +48.9% | +248.7% |
| All | +451.7% | +399.9% | +51.7% | +248.7% |
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 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