-15.0%
KGC vs PTC
+10.6%
-25.6%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | +0.2% | +0.5% | -0.3% | +0.2% |
| 30D | -8.8% | +0.9% | -9.7% | -8.8% |
| 3M | -21.1% | +30.4% | -51.5% | -20.4% |
| 6M | -32.3% | +34.4% | -66.7% | -31.5% |
| YTD | -23.5% | +12.6% | -36.0% | -19.3% |
| 1Y | -15.0% | +10.2% | -25.2% | -9.8% |
| All | -15.0% | +10.6% | -25.6% | -9.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling