+357.0%
KGC vs PSA
+14,185.8%
-13,828.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.1% | -2.1% |
| 7D | -1.3% | -3.7% | +2.4% | -0.6% |
| 30D | +20.3% | -7.7% | +28.0% | +22.1% |
| 3M | +8.1% | -0.6% | +8.7% | +8.0% |
| 6M | -8.8% | -0.9% | -7.9% | -8.6% |
| YTD | +10.1% | +18.7% | -8.6% | +6.6% |
| 1Y | +44.2% | +7.6% | +36.6% | +42.2% |
| 3Y | +533.0% | +23.7% | +509.4% | +505.0% |
| 5Y | +443.0% | +13.7% | +429.3% | +425.4% |
| 10Y | +678.6% | +98.9% | +579.7% | +578.8% |
| All | +357.0% | +14,185.8% | -13,828.8% | +224.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling