+23.1%
NXPI vs KGC
+285.6%
-262.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.0% | -1.4% | +1.0% |
| 7D | -4.4% | +10.5% | -14.8% | -6.3% |
| 30D | +5.6% | -4.1% | +9.6% | +6.2% |
| 3M | +7.6% | -13.1% | +20.7% | +9.9% |
| 6M | -17.6% | -27.5% | +10.0% | -13.1% |
| YTD | +15.9% | -20.7% | +36.6% | +18.9% |
| 1Y | +22.4% | -6.1% | +28.5% | +21.4% |
| 3Y | +43.2% | +318.6% | -275.4% | +0.7% |
| All | +23.1% | +285.6% | -262.5% | -17.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling