+1,425.7%
PBR vs KGC
+1,190.8%
+234.9%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.3% |
| 7D | -1.0% | -6.7% | +5.6% | +0.2% |
| 30D | -29.3% | -6.7% | -22.6% | -28.8% |
| 3M | +5.5% | -22.6% | +28.1% | +9.4% |
| 6M | -2.9% | -33.4% | +30.5% | +2.5% |
| YTD | +61.5% | -26.0% | +87.5% | +64.9% |
| 1Y | +46.9% | -18.3% | +65.1% | +46.8% |
| 3Y | +66.4% | +315.8% | -249.4% | +17.4% |
| 5Y | +460.3% | +225.7% | +234.6% | +301.9% |
| 10Y | +564.6% | +610.5% | -45.8% | +267.8% |
| All | +1,425.7% | +1,190.8% | +234.9% | +870.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 all: compounded portfolio wealth divided by compounded KGC 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…
all analysis · Full analysis span regression · 6 months rolling