+454.5%
KGC vs PSA
+15.2%
+439.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.3% |
| 7D | +2.4% | -0.4% | +2.9% | +2.6% |
| 30D | +9.2% | -8.2% | +17.4% | +13.1% |
| 3M | +16.7% | -2.1% | +18.9% | +17.3% |
| 6M | -7.0% | -0.2% | -6.8% | -7.3% |
| YTD | +7.5% | +18.5% | -11.0% | +0.1% |
| 1Y | +34.4% | +6.6% | +27.8% | +30.2% |
| 3Y | +552.0% | +24.5% | +527.5% | +473.5% |
| 5Y | +454.5% | +13.6% | +440.9% | +405.7% |
| All | +454.5% | +15.2% | +439.3% | +405.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling