+1,460.5%
CIEN vs KGC
+678.3%
+782.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.2% | -1.0% |
| 7D | -4.6% | -0.1% | -4.5% | -4.7% |
| 30D | -12.8% | +10.5% | -23.3% | -14.2% |
| 3M | -23.1% | +19.8% | -42.9% | -25.4% |
| 6M | +6.1% | -6.7% | +12.8% | +6.4% |
| YTD | +44.5% | +7.8% | +36.7% | +42.5% |
| 1Y | +176.6% | +35.7% | +140.9% | +166.2% |
| 3Y | +601.0% | +553.7% | +47.3% | +477.0% |
| 5Y | +509.1% | +461.7% | +47.4% | +397.3% |
| 10Y | +1,460.5% | +710.2% | +750.3% | +1,216.4% |
| All | +1,460.5% | +678.3% | +782.2% | +1,216.4% |
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