+2,771.1%
NOW vs KGC
+324.7%
+2,446.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.3% | -0.7% | -2.8% |
| 7D | -2.4% | -1.3% | -1.1% | -2.3% |
| 30D | +20.5% | +20.3% | +0.2% | +19.3% |
| 3M | +18.3% | +8.1% | +10.3% | +17.7% |
| 6M | +24.1% | -8.8% | +32.8% | +24.2% |
| YTD | -7.8% | +10.1% | -17.8% | -8.8% |
| 1Y | -21.4% | +44.2% | -65.6% | -23.7% |
| 3Y | +19.5% | +533.0% | -513.5% | +6.0% |
| 5Y | +4.1% | +443.0% | -438.9% | -8.1% |
| 10Y | +826.4% | +678.6% | +147.9% | +723.2% |
| All | +2,771.1% | +324.7% | +2,446.4% | +2,515.4% |
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 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