+41,953.0%
PGR vs KGC
+328.3%
+41,624.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.3% | +4.6% | +0.4% |
| 7D | -3.4% | -8.4% | +5.0% | -3.3% |
| 30D | +1.8% | +6.3% | -4.5% | +1.7% |
| 3M | +5.9% | +22.4% | -16.5% | +5.4% |
| 6M | +4.6% | -11.4% | +16.0% | +4.6% |
| YTD | +1.1% | +3.1% | -2.1% | +0.7% |
| 1Y | -6.6% | +26.6% | -33.2% | -7.4% |
| 3Y | +74.2% | +525.6% | -451.4% | +66.2% |
| 5Y | +159.5% | +451.7% | -292.2% | +147.2% |
| 10Y | +813.4% | +675.3% | +138.1% | +757.9% |
| All | +41,953.0% | +328.3% | +41,624.7% | +42,037.2% |
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