+2,587.6%
AXTI vs KGC
+524.7%
+2,062.9%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.1% |
| 7D | +5.1% | -5.6% | +10.7% | +7.0% |
| 30D | -17.5% | +6.1% | -23.6% | -19.4% |
| 3M | -26.7% | +17.3% | -44.0% | -30.1% |
| 6M | +36.8% | -10.3% | +47.1% | +38.6% |
| YTD | +296.1% | +3.9% | +292.3% | +274.7% |
| 1Y | +1,810.6% | +25.7% | +1,784.9% | +1,612.7% |
| 3Y | +2,587.6% | +526.0% | +2,061.6% | +1,422.1% |
| All | +2,587.6% | +524.7% | +2,062.9% | +1,422.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling