+461.7%
KGC vs PNC
+51.0%
+410.7%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.5% |
| 7D | -0.1% | -0.7% | +0.6% | +0.1% |
| 30D | +10.5% | -4.4% | +14.9% | +11.4% |
| 3M | +19.8% | +4.5% | +15.3% | +18.4% |
| 6M | -6.7% | +19.1% | -25.7% | -10.3% |
| YTD | +7.8% | +18.0% | -10.2% | +3.4% |
| 1Y | +35.7% | +24.1% | +11.6% | +28.7% |
| 3Y | +553.7% | +130.0% | +423.7% | +412.1% |
| 5Y | +461.7% | +50.4% | +411.3% | +388.9% |
| All | +461.7% | +51.0% | +410.7% | +388.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling