+4,143.0%
KR vs PSA
+13,835.2%
-9,692.3%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -0.9% |
| 7D | -3.1% | -2.2% | -0.8% | -2.6% |
| 30D | +0.6% | -9.6% | +10.2% | +2.6% |
| 3M | -9.8% | -7.9% | -1.9% | -8.3% |
| 6M | -22.1% | -2.0% | -20.1% | -22.0% |
| YTD | -8.1% | +15.7% | -23.9% | -11.0% |
| 1Y | -14.7% | +5.8% | -20.4% | -15.9% |
| 3Y | +28.6% | +21.6% | +7.0% | +21.9% |
| 5Y | +36.4% | +13.1% | +23.2% | +30.0% |
| 10Y | +120.8% | +101.3% | +19.5% | +83.3% |
| All | +4,143.0% | +13,835.2% | -9,692.3% | +1,856.6% |
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