+12,304.7%
PCAR vs KGC
+229.2%
+12,075.4%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.0% | -5.4% | -2.5% |
| 7D | +0.1% | +10.5% | -10.4% | -0.3% |
| 30D | -4.6% | -4.1% | -0.5% | -4.5% |
| 3M | -22.6% | -13.1% | -9.5% | -22.3% |
| 6M | -12.0% | -27.5% | +15.6% | -11.2% |
| YTD | -6.1% | -20.7% | +14.6% | -5.6% |
| 1Y | +6.3% | -6.1% | +12.4% | +6.2% |
| 3Y | +31.8% | +318.6% | -286.8% | +24.7% |
| 5Y | +104.2% | +289.9% | -185.8% | +92.5% |
| 10Y | +302.9% | +501.8% | -198.9% | +269.1% |
| All | +12,304.7% | +229.2% | +12,075.4% | +12,195.1% |
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