+210.3%
KGC vs PLTD
-77.8%
+288.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +4.6% | -6.9% | -1.5% |
| 7D | -1.3% | +5.9% | -7.2% | -0.2% |
| 30D | +20.3% | -11.6% | +31.9% | +18.4% |
| 3M | +8.1% | -29.9% | +38.0% | +4.0% |
| 6M | -8.8% | -28.5% | +19.8% | -11.2% |
| YTD | +10.1% | -20.4% | +30.5% | +9.2% |
| 1Y | +44.2% | -33.3% | +77.5% | +40.9% |
| All | +210.3% | -77.8% | +288.1% | +173.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling