+2,030.0%
NXPI vs KGC
+55.7%
+1,974.3%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -5.8% | +7.8% | +2.7% |
| 7D | -0.5% | +8.0% | -8.5% | -1.4% |
| 30D | +15.0% | -9.3% | +24.3% | +16.1% |
| 3M | +12.6% | -21.3% | +33.9% | +15.2% |
| 6M | -10.6% | -31.5% | +20.9% | -7.2% |
| YTD | +22.1% | -23.2% | +45.3% | +24.6% |
| 1Y | +29.8% | -15.0% | +44.8% | +30.9% |
| 3Y | +47.8% | +328.7% | -281.0% | +24.1% |
| 5Y | +33.9% | +262.9% | -229.0% | +12.1% |
| 10Y | +208.7% | +568.9% | -360.2% | +141.0% |
| All | +2,030.0% | +55.7% | +1,974.3% | +1,958.0% |
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