-4.3%
KGC vs PSLV
+7.9%
-12.2%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +6.0% | +1.5% | +3.5% |
| 7D | -6.8% | -2.6% | -4.2% | -4.9% |
| 30D | -9.2% | -14.2% | +5.0% | +0.4% |
| 3M | -9.1% | -12.2% | +3.1% | -0.2% |
| 6M | -25.7% | -28.1% | +2.4% | -8.2% |
| YTD | -23.6% | -28.2% | +4.6% | -8.9% |
| 1Y | -4.3% | +9.1% | -13.4% | -19.6% |
| All | -4.3% | +7.9% | -12.2% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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