+461.7%
KGC vs PTEN
+94.7%
+367.0%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.1% | -1.9% | +0.1% |
| 7D | -0.1% | -1.7% | +1.6% | 0.0% |
| 30D | +10.5% | +18.6% | -8.1% | +8.5% |
| 3M | +19.8% | +12.5% | +7.3% | +17.8% |
| 6M | -6.7% | +41.9% | -48.5% | -11.9% |
| YTD | +7.8% | +117.8% | -110.0% | -4.7% |
| 1Y | +35.7% | +145.3% | -109.6% | +17.2% |
| 3Y | +553.7% | -2.8% | +556.5% | +540.8% |
| 5Y | +461.7% | +93.4% | +368.3% | +424.3% |
| All | +461.7% | +94.7% | +367.0% | +424.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling