+48.9%
CIEN vs KGC
-5.3%
+54.2%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +7.5% | -16.8% | -12.4% |
| 7D | -25.0% | -6.8% | -18.3% | -22.9% |
| 30D | -30.1% | -9.2% | -21.0% | -27.1% |
| 3M | -33.8% | -9.1% | -24.7% | -33.3% |
| 6M | -49.4% | -25.7% | -23.8% | -43.7% |
| YTD | +16.4% | -23.6% | +40.0% | +13.9% |
| 1Y | +48.9% | -4.3% | +53.2% | +17.0% |
| All | +48.9% | -5.3% | +54.2% | +17.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling