+195.3%
KGC vs PLTU
+154.0%
+41.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -9.0% | +6.7% | -1.5% |
| 7D | -1.3% | -13.6% | +12.3% | -0.3% |
| 30D | +20.3% | +16.7% | +3.6% | +18.3% |
| 3M | +8.1% | +29.6% | -21.5% | +4.0% |
| 6M | -8.8% | -0.1% | -8.7% | -11.3% |
| YTD | +10.1% | -31.5% | +41.6% | +9.0% |
| 1Y | +44.2% | -19.7% | +63.9% | +40.3% |
| All | +195.3% | +154.0% | +41.3% | +158.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling