-25.4%
KGC vs AAOX
-93.2%
+67.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -10.8% | +11.1% | +0.7% |
| 7D | -6.7% | -3.4% | -3.3% | -6.7% |
| 30D | -6.7% | -72.8% | +66.2% | -2.8% |
| 3M | -22.6% | -90.7% | +68.1% | -17.1% |
| 6M | -33.4% | -98.2% | +64.8% | -26.3% |
| All | -25.4% | -93.2% | +67.8% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOX.
Daily Out/Under-Performance
Portfolio return minus AAOX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOX 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 AAOX 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