+113.0%
NVTS vs KGC
+43.6%
+69.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.3% | +8.6% | +7.9% |
| 7D | +2.7% | -1.3% | +4.0% | +3.4% |
| 30D | -4.5% | +20.3% | -24.7% | -17.3% |
| 3M | -61.5% | +8.1% | -69.6% | -63.8% |
| 6M | +28.0% | -8.8% | +36.7% | +32.3% |
| YTD | +65.3% | +10.1% | +55.2% | +43.2% |
| 1Y | +113.0% | +44.2% | +68.8% | +76.5% |
| All | +113.0% | +43.6% | +69.4% | +76.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling