+6.8%
NOW vs KGC
+450.1%
-443.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.3% | -0.7% | -2.7% |
| 7D | -2.4% | -1.3% | -1.1% | -2.2% |
| 30D | +20.5% | +20.3% | +0.2% | +17.8% |
| 3M | +18.3% | +8.1% | +10.3% | +16.9% |
| 6M | +24.1% | -8.8% | +32.8% | +24.5% |
| YTD | -7.8% | +10.1% | -17.8% | -10.4% |
| 1Y | -21.4% | +44.2% | -65.6% | -27.2% |
| 3Y | +19.5% | +533.0% | -513.5% | -16.5% |
| All | +6.8% | +450.1% | -443.3% | -26.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling