-4.3%
KGC vs PTEN
+79.8%
-84.1%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -9.4% | +16.8% | +5.6% |
| 7D | -6.8% | -15.5% | +8.7% | -9.4% |
| 30D | -9.2% | -7.8% | -1.4% | -10.3% |
| 3M | -9.1% | +6.4% | -15.5% | -7.3% |
| 6M | -25.7% | -11.9% | -13.8% | -26.3% |
| YTD | -23.6% | +79.4% | -103.0% | -24.8% |
| 1Y | -4.3% | +84.9% | -89.2% | -6.0% |
| All | -4.3% | +79.8% | -84.1% | -6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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