+26.6%
KGC vs PSA
+6.0%
+20.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.3% |
| 7D | -8.4% | -3.6% | -4.8% | -6.6% |
| 30D | +6.3% | -9.4% | +15.7% | +12.0% |
| 3M | +22.4% | -8.2% | +30.6% | +27.7% |
| 6M | -11.4% | -1.8% | -9.6% | -13.1% |
| YTD | +3.1% | +15.7% | -12.6% | -6.6% |
| 1Y | +26.6% | +6.3% | +20.3% | +22.3% |
| All | +26.6% | +6.0% | +20.7% | +22.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling