+522.6%
CIEN vs KGC
+350.6%
+171.9%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.7% | +7.9% | +9.9% |
| 7D | -5.3% | +11.1% | -16.4% | -8.3% |
| 30D | -40.1% | -3.7% | -36.4% | -39.4% |
| 3M | -34.7% | -17.2% | -17.5% | -31.7% |
| 6M | -50.9% | -27.3% | -23.6% | -47.0% |
| YTD | +15.2% | -18.5% | +33.7% | +20.3% |
| 1Y | +35.2% | -5.7% | +40.9% | +37.4% |
| 3Y | +522.6% | +336.5% | +186.1% | +376.6% |
| All | +522.6% | +350.6% | +171.9% | +376.6% |
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