+286.2%
KGC vs PTC
+55.9%
+230.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.8% | +3.0% |
| 7D | +10.5% | -0.2% | +10.7% | +10.5% |
| 30D | -4.1% | +0.8% | -4.8% | -4.2% |
| 3M | -13.1% | +32.1% | -45.2% | -17.8% |
| 6M | -27.5% | +42.6% | -70.2% | -33.1% |
| YTD | -20.7% | +12.0% | -32.7% | -22.3% |
| 1Y | -6.1% | +12.2% | -18.2% | -8.0% |
| 3Y | +318.6% | +31.2% | +287.4% | +275.5% |
| All | +286.2% | +55.9% | +230.3% | +216.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling