+100.9%
AAOI vs KGC
-5.3%
+106.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +7.5% | -14.8% | -11.2% |
| 7D | -27.9% | -6.8% | -21.1% | -25.2% |
| 30D | -51.2% | -9.2% | -42.1% | -48.6% |
| 3M | -55.0% | -9.1% | -45.9% | -53.8% |
| 6M | -65.7% | -25.7% | -40.1% | -61.0% |
| YTD | +70.0% | -23.6% | +93.7% | +66.2% |
| 1Y | +100.9% | -4.3% | +105.2% | +52.3% |
| All | +100.9% | -5.3% | +106.2% | +52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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