+937.0%
AAOI vs KGC
+533.4%
+403.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.3% | 0.0% | -3.5% |
| 7D | +2.9% | -8.4% | +11.3% | +4.6% |
| 30D | -23.1% | +6.3% | -29.5% | -24.2% |
| 3M | -41.0% | +22.4% | -63.5% | -43.3% |
| 6M | -14.3% | -11.4% | -2.9% | -12.6% |
| YTD | +196.3% | +3.1% | +193.2% | +193.4% |
| 1Y | +272.6% | +26.6% | +246.0% | +257.1% |
| 3Y | +775.3% | +525.6% | +249.8% | +552.9% |
| 5Y | +1,290.2% | +451.7% | +838.5% | +935.1% |
| 10Y | +426.2% | +675.3% | -249.2% | +282.1% |
| All | +937.0% | +533.4% | +403.7% | +650.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling