+28.0%
NBIS vs KGC
-5.3%
+33.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +7.5% | -14.1% | -9.8% |
| 7D | -22.4% | -6.8% | -15.6% | -20.0% |
| 30D | -39.1% | -9.2% | -30.0% | -36.5% |
| 3M | -37.3% | -9.1% | -28.2% | -37.1% |
| 6M | -19.8% | -25.7% | +5.9% | -11.8% |
| YTD | +69.1% | -23.6% | +92.7% | +60.7% |
| 1Y | +28.0% | -4.3% | +32.3% | -7.4% |
| All | +28.0% | -5.3% | +33.3% | -7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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