+224.9%
KGC vs PTEN
+40.8%
+184.1%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.4% | -5.9% | -3.7% |
| 7D | -4.1% | +7.2% | -11.3% | -4.7% |
| 30D | -11.6% | -7.4% | -4.3% | -11.4% |
| 3M | -24.5% | -2.4% | -22.1% | -24.9% |
| 6M | -34.6% | -10.0% | -24.5% | -34.6% |
| YTD | -26.2% | +79.7% | -105.9% | -34.1% |
| 1Y | -20.1% | +86.5% | -106.6% | -29.2% |
| 3Y | +312.4% | -1.4% | +313.8% | +294.4% |
| 5Y | +224.9% | +43.9% | +181.0% | +207.0% |
| All | +224.9% | +40.8% | +184.1% | +207.0% |
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 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