+34.4%
KGC vs PLTD
-32.3%
+66.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.3% | -4.6% | -1.9% |
| 7D | +2.4% | +4.5% | -2.1% | +3.5% |
| 30D | +9.2% | -0.7% | +10.0% | +9.4% |
| 3M | +16.7% | -31.0% | +47.8% | +11.2% |
| 6M | -7.0% | -24.8% | +17.8% | -8.0% |
| YTD | +7.5% | -18.6% | +26.0% | +8.4% |
| 1Y | +34.4% | -31.8% | +66.2% | +33.0% |
| All | +34.4% | -32.3% | +66.7% | +33.0% |
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