+44.2%
KGC vs PLTD
-33.9%
+78.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +4.6% | -6.9% | -1.3% |
| 7D | -1.3% | +5.9% | -7.2% | 0.0% |
| 30D | +20.3% | -11.6% | +31.9% | +17.9% |
| 3M | +8.1% | -29.9% | +38.0% | +3.7% |
| 6M | -8.8% | -28.5% | +19.8% | -10.8% |
| YTD | +10.1% | -20.4% | +30.5% | +10.3% |
| 1Y | +44.2% | -33.3% | +77.5% | +42.6% |
| All | +44.2% | -33.9% | +78.1% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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