+658.7%
KGC vs PTC
+204.7%
+453.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.5% | +3.2% | -1.4% |
| 7D | +2.4% | -12.8% | +15.2% | +4.7% |
| 30D | +9.2% | -9.8% | +19.0% | +11.0% |
| 3M | +16.7% | -2.1% | +18.8% | +16.5% |
| 6M | -7.0% | -18.1% | +11.1% | -4.4% |
| YTD | +7.5% | -23.5% | +31.0% | +11.6% |
| 1Y | +34.4% | -37.4% | +71.7% | +44.6% |
| 3Y | +552.0% | -7.2% | +559.2% | +543.2% |
| 5Y | +454.5% | +2.7% | +451.9% | +430.3% |
| 10Y | +658.7% | +203.4% | +455.3% | +562.1% |
| All | +658.7% | +204.7% | +453.9% | +562.1% |
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