+634.8%
KGC vs PSA
+133.3%
+501.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | +0.2% | -2.1% | +2.3% | +0.9% |
| 30D | -8.8% | +16.2% | -25.1% | -13.1% |
| 3M | -21.1% | +4.3% | -25.4% | -22.2% |
| 6M | -32.3% | +9.9% | -42.2% | -34.5% |
| YTD | -23.5% | +33.3% | -56.7% | -30.0% |
| 1Y | -15.0% | +25.8% | -40.8% | -21.0% |
| 3Y | +327.5% | +54.8% | +272.7% | +268.4% |
| 5Y | +244.3% | +27.5% | +216.8% | +212.5% |
| 10Y | +634.8% | +134.5% | +500.2% | +498.8% |
| All | +634.8% | +133.3% | +501.4% | +498.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 10y: compounded portfolio wealth divided by compounded PSA 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…
10y analysis · Full analysis span regression · 6 months rolling