+607.8%
CIEN vs KGC
+556.1%
+51.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.3% | +8.7% | +7.0% |
| 7D | -5.3% | +2.4% | -7.7% | -6.2% |
| 30D | -17.2% | +9.2% | -26.5% | -19.7% |
| 3M | -26.9% | +16.7% | -43.6% | -30.9% |
| 6M | +16.0% | -7.0% | +23.0% | +16.5% |
| YTD | +45.9% | +7.5% | +38.4% | +41.4% |
| 1Y | +186.8% | +34.4% | +152.4% | +166.2% |
| 3Y | +607.8% | +552.0% | +55.8% | +393.7% |
| All | +607.8% | +556.1% | +51.7% | +393.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling