+292.4%
AAOI vs KGC
+28.2%
+264.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +1.7% |
| 7D | -0.2% | -5.6% | +5.5% | +2.8% |
| 30D | -23.7% | +6.1% | -29.8% | -26.7% |
| 3M | -39.0% | +17.3% | -56.4% | -44.5% |
| 6M | -17.0% | -10.3% | -6.8% | -13.2% |
| YTD | +202.2% | +3.9% | +198.4% | +176.5% |
| 1Y | +292.4% | +25.7% | +266.7% | +203.1% |
| All | +292.4% | +28.2% | +264.2% | +203.1% |
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