+554.7%
AXTI vs KGC
+156.8%
+397.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -2.3% | +15.2% | +13.0% |
| 7D | +24.0% | +2.4% | +21.5% | +23.7% |
| 30D | -21.5% | +9.2% | -30.7% | -22.0% |
| 3M | -23.4% | +16.7% | -40.1% | -24.2% |
| 6M | +114.9% | -7.0% | +121.9% | +115.5% |
| YTD | +325.4% | +7.5% | +318.0% | +321.4% |
| 1Y | +2,136.7% | +34.4% | +2,102.3% | +2,087.3% |
| 3Y | +2,835.0% | +552.0% | +2,283.1% | +2,500.1% |
| 5Y | +652.8% | +454.5% | +198.3% | +567.9% |
| 10Y | +1,513.9% | +658.7% | +855.2% | +1,292.9% |
| All | +554.7% | +156.8% | +397.9% | +582.5% |
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