+1,980.5%
NOW vs KGC
+197.1%
+1,783.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.8% | -6.7% | -6.0% |
| 7D | -6.7% | 0.0% | -6.6% | -6.7% |
| 30D | -25.8% | -9.3% | -16.5% | -25.3% |
| 3M | -12.7% | -15.9% | +3.2% | -11.8% |
| 6M | +11.2% | -24.9% | +36.1% | +12.8% |
| YTD | -33.2% | -23.0% | -10.2% | -32.6% |
| 1Y | -41.8% | -9.9% | -31.9% | -41.9% |
| 3Y | -15.7% | +301.2% | -316.9% | -23.2% |
| 5Y | -26.0% | +278.5% | -304.6% | -33.3% |
| 10Y | +515.1% | +484.3% | +30.8% | +457.9% |
| All | +1,980.5% | +197.1% | +1,783.4% | +1,833.7% |
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