+634.8%
KGC vs PTC
+317.3%
+317.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | +0.2% | +0.5% | -0.3% | +0.2% |
| 30D | -8.8% | +0.9% | -9.7% | -9.0% |
| 3M | -21.1% | +30.4% | -51.5% | -24.8% |
| 6M | -32.3% | +34.4% | -66.7% | -36.1% |
| YTD | -23.5% | +12.6% | -36.0% | -25.7% |
| 1Y | -15.0% | +10.2% | -25.2% | -17.1% |
| 3Y | +327.5% | +29.4% | +298.1% | +298.7% |
| 5Y | +244.3% | +63.7% | +180.5% | +204.7% |
| 10Y | +634.8% | +316.9% | +317.9% | +539.8% |
| All | +634.8% | +317.3% | +317.4% | +539.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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