+5,678.5%
NI vs KGC
+207.3%
+5,471.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | +4.3% | -6.7% | +11.0% | +4.5% |
| 30D | +12.4% | -6.7% | +19.0% | +12.5% |
| 3M | +10.2% | -22.6% | +32.8% | +10.9% |
| 6M | -0.8% | -33.4% | +32.6% | +0.2% |
| YTD | +13.2% | -26.0% | +39.2% | +13.8% |
| 1Y | +10.1% | -18.3% | +28.4% | +10.2% |
| 3Y | +103.1% | +315.8% | -212.7% | +93.1% |
| 5Y | +115.5% | +225.7% | -110.2% | +105.3% |
| 10Y | +195.5% | +610.5% | -415.0% | +173.4% |
| All | +5,678.5% | +207.3% | +5,471.2% | +5,587.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling