+660.5%
KGC vs PNC
+279.5%
+381.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.7% |
| 7D | -5.6% | -0.6% | -5.1% | -5.6% |
| 30D | +6.1% | -4.4% | +10.5% | +6.3% |
| 3M | +17.3% | +5.2% | +12.1% | +17.0% |
| 6M | -10.3% | +20.6% | -30.9% | -11.1% |
| YTD | +3.9% | +19.8% | -15.9% | +2.9% |
| 1Y | +25.7% | +24.4% | +1.3% | +24.3% |
| 3Y | +526.0% | +131.2% | +394.7% | +502.1% |
| 5Y | +455.5% | +53.1% | +402.4% | +433.6% |
| All | +660.5% | +279.5% | +381.0% | +761.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 10y: compounded portfolio wealth divided by compounded PNC 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…
10y analysis · Full analysis span regression · 6 months rolling