+601.0%
AXTI vs KGC
+435.7%
+165.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -4.3% | -1.8% | -4.8% |
| 7D | +15.1% | -8.4% | +23.5% | +18.2% |
| 30D | -12.3% | +6.3% | -18.7% | -14.4% |
| 3M | -24.1% | +22.4% | -46.6% | -28.4% |
| 6M | +46.0% | -11.4% | +57.5% | +49.1% |
| YTD | +295.7% | +3.1% | +292.6% | +278.9% |
| 1Y | +1,825.6% | +26.6% | +1,799.0% | +1,642.5% |
| 3Y | +2,630.0% | +525.6% | +2,104.4% | +1,417.9% |
| 5Y | +601.0% | +451.7% | +149.3% | +304.3% |
| All | +601.0% | +435.7% | +165.3% | +304.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling