+44.2%
KGC vs PLTU
-18.5%
+62.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -9.0% | +6.7% | -1.3% |
| 7D | -1.3% | -13.6% | +12.3% | 0.0% |
| 30D | +20.3% | +16.7% | +3.6% | +17.8% |
| 3M | +8.1% | +29.6% | -21.5% | +3.5% |
| 6M | -8.8% | -0.1% | -8.7% | -11.1% |
| YTD | +10.1% | -31.5% | +41.6% | +10.0% |
| 1Y | +44.2% | -19.7% | +63.9% | +41.4% |
| All | +44.2% | -18.5% | +62.7% | +41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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