+5,605.4%
NSC vs KGC
+357.0%
+5,248.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +0.6% |
| 7D | -5.5% | -1.3% | -4.2% | -5.5% |
| 30D | -3.2% | +20.3% | -23.5% | -4.0% |
| 3M | +7.7% | +8.1% | -0.4% | +7.2% |
| 6M | +4.5% | -8.8% | +13.3% | +4.6% |
| YTD | +15.6% | +10.1% | +5.5% | +14.6% |
| 1Y | +19.8% | +44.2% | -24.4% | +17.4% |
| 3Y | +70.1% | +533.0% | -462.9% | +56.2% |
| 5Y | +46.1% | +443.0% | -396.9% | +34.1% |
| 10Y | +328.1% | +678.6% | -350.5% | +280.9% |
| All | +5,605.4% | +357.0% | +5,248.4% | +4,802.9% |
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