+222.0%
KGC vs PTC
+60.7%
+161.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.4% | +0.3% |
| 7D | -6.7% | +0.5% | -7.1% | -6.7% |
| 30D | -6.7% | +1.2% | -7.9% | -6.8% |
| 3M | -22.6% | +27.4% | -49.9% | -26.2% |
| 6M | -33.4% | +39.2% | -72.6% | -38.1% |
| YTD | -26.0% | +12.5% | -38.5% | -27.5% |
| 1Y | -18.3% | +12.3% | -30.6% | -20.0% |
| 3Y | +315.8% | +28.8% | +287.0% | +275.5% |
| All | +222.0% | +60.7% | +161.3% | +160.0% |
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