+1,578.5%
NOK vs KGC
+199.9%
+1,378.6%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.3% | +4.9% | +2.8% |
| 7D | -1.8% | -1.3% | -0.5% | -1.7% |
| 30D | +4.7% | +20.3% | -15.6% | +3.3% |
| 3M | -39.7% | +8.1% | -47.7% | -40.0% |
| 6M | +23.1% | -8.8% | +31.8% | +23.4% |
| YTD | +55.0% | +10.1% | +45.0% | +53.2% |
| 1Y | +118.0% | +44.2% | +73.8% | +111.3% |
| 3Y | +170.5% | +533.0% | -362.5% | +136.1% |
| 5Y | +84.9% | +443.0% | -358.1% | +61.4% |
| 10Y | +112.0% | +678.6% | -566.6% | +76.1% |
| All | +1,578.5% | +199.9% | +1,378.6% | +1,348.2% |
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