+315.8%
KGC vs PNC
+115.6%
+200.1%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.2% |
| 7D | -6.7% | +3.1% | -9.7% | -7.1% |
| 30D | -6.7% | +7.6% | -14.3% | -7.6% |
| 3M | -22.6% | -8.1% | -14.4% | -21.9% |
| 6M | -33.4% | +12.6% | -46.0% | -34.7% |
| YTD | -26.0% | +15.0% | -40.9% | -27.8% |
| 1Y | -18.3% | +30.4% | -48.7% | -21.3% |
| 3Y | +315.8% | +116.1% | +199.6% | +227.5% |
| All | +315.8% | +115.6% | +200.1% | +227.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling