+17.7%
NXPI vs KGC
+450.8%
-433.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.3% | +0.6% | -1.3% |
| 7D | +0.7% | +2.4% | -1.8% | +0.2% |
| 30D | -6.6% | +9.2% | -15.8% | -8.4% |
| 3M | -25.4% | +16.7% | -42.2% | -28.0% |
| 6M | +11.9% | -7.0% | +18.9% | +12.1% |
| YTD | +4.0% | +7.5% | -3.5% | +0.9% |
| 1Y | +1.0% | +34.4% | -33.3% | -6.6% |
| 3Y | +16.3% | +552.0% | -535.6% | -24.4% |
| 5Y | +17.7% | +454.5% | -436.8% | -25.7% |
| All | +17.7% | +450.8% | -433.1% | -25.7% |
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