+211.4%
NXPI vs KGC
+678.3%
-466.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.3% |
| 7D | -2.3% | -0.1% | -2.2% | -2.3% |
| 30D | -4.3% | +10.5% | -14.8% | -5.8% |
| 3M | -24.7% | +19.8% | -44.4% | -26.7% |
| 6M | +9.7% | -6.7% | +16.4% | +9.9% |
| YTD | +3.8% | +7.8% | -4.0% | +1.8% |
| 1Y | +1.6% | +35.7% | -34.1% | -3.6% |
| 3Y | +16.0% | +553.7% | -537.7% | -10.8% |
| 5Y | +16.1% | +461.7% | -445.6% | -11.3% |
| 10Y | +211.4% | +710.2% | -498.8% | +139.9% |
| All | +211.4% | +678.3% | -466.9% | +139.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling