+710.2%
KGC vs PSA
+98.4%
+611.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.6% | +1.0% |
| 7D | -0.1% | -2.2% | +2.1% | +0.6% |
| 30D | +10.5% | -9.6% | +20.0% | +14.0% |
| 3M | +19.8% | -7.9% | +27.7% | +22.7% |
| 6M | -6.7% | -2.0% | -4.7% | -6.3% |
| YTD | +7.8% | +15.7% | -8.0% | +3.0% |
| 1Y | +35.7% | +5.8% | +29.9% | +33.0% |
| 3Y | +553.7% | +21.6% | +532.1% | +505.7% |
| 5Y | +461.7% | +13.1% | +448.6% | +430.1% |
| 10Y | +710.2% | +101.3% | +608.9% | +593.9% |
| All | +710.2% | +98.4% | +611.8% | +593.9% |
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