+655.3%
KGC vs PTEN
-15.3%
+670.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.1% | -4.3% |
| 7D | -8.4% | +2.8% | -11.2% | -8.6% |
| 30D | +6.3% | +17.6% | -11.2% | +5.1% |
| 3M | +22.4% | +8.2% | +14.3% | +21.4% |
| 6M | -11.4% | +38.1% | -49.5% | -14.3% |
| YTD | +3.1% | +117.3% | -114.1% | -4.0% |
| 1Y | +26.6% | +146.1% | -119.5% | +16.4% |
| 3Y | +525.6% | -3.0% | +528.6% | +510.0% |
| 5Y | +451.7% | +93.5% | +358.2% | +413.6% |
| All | +655.3% | -15.3% | +670.6% | +499.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling