+346.4%
KGC vs PNR
+3,553.7%
-3,207.4%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.6% | +0.3% | -1.9% |
| 7D | +2.4% | -3.0% | +5.5% | +2.9% |
| 30D | +9.2% | -14.9% | +24.1% | +11.9% |
| 3M | +16.7% | -19.0% | +35.8% | +20.2% |
| 6M | -7.0% | -35.9% | +28.9% | -0.8% |
| YTD | +7.5% | -43.1% | +50.6% | +16.4% |
| 1Y | +34.4% | -46.4% | +80.7% | +46.8% |
| 3Y | +552.0% | -10.8% | +562.8% | +556.9% |
| 5Y | +454.5% | -18.9% | +473.4% | +459.5% |
| 10Y | +658.7% | +64.4% | +594.3% | +578.8% |
| All | +346.4% | +3,553.7% | -3,207.4% | +256.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling