+549.6%
KGC vs PNR
-13.0%
+562.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.9% | +2.1% | +0.8% |
| 7D | -0.1% | -3.9% | +3.8% | +1.1% |
| 30D | +10.5% | -13.8% | +24.3% | +15.3% |
| 3M | +19.8% | -22.5% | +42.3% | +28.5% |
| 6M | -6.7% | -37.2% | +30.5% | +6.3% |
| YTD | +7.8% | -44.2% | +52.0% | +25.6% |
| 1Y | +35.7% | -46.6% | +82.3% | +60.0% |
| All | +549.6% | -13.0% | +562.6% | +534.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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