+1,261.7%
CIEN vs KGC
+567.0%
+694.7%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.3% | +9.1% | +8.8% |
| 7D | +8.7% | +0.2% | +8.5% | +8.7% |
| 30D | -26.9% | -8.8% | -18.1% | -25.9% |
| 3M | -23.6% | -21.1% | -2.5% | -21.3% |
| 6M | -49.1% | -32.3% | -16.8% | -46.5% |
| YTD | +26.6% | -23.5% | +50.0% | +30.8% |
| 1Y | +42.7% | -15.0% | +57.7% | +45.9% |
| 3Y | +570.8% | +327.5% | +243.3% | +476.3% |
| 5Y | +386.4% | +244.3% | +142.1% | +316.0% |
| 10Y | +1,261.7% | +634.8% | +627.0% | +1,093.8% |
| All | +1,261.7% | +567.0% | +694.7% | +1,093.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling