+147.9%
CIEN vs KGC
+84.6%
+63.3%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.3% | +3.4% | +1.3% |
| 7D | -15.2% | -1.3% | -13.9% | -15.1% |
| 30D | -21.5% | +20.3% | -41.8% | -22.6% |
| 3M | -40.1% | +8.1% | -48.2% | -40.5% |
| 6M | -6.6% | -8.8% | +2.2% | -6.2% |
| YTD | +37.3% | +10.1% | +27.2% | +36.1% |
| 1Y | +174.5% | +44.2% | +130.3% | +167.6% |
| 3Y | +562.3% | +533.0% | +29.2% | +487.1% |
| 5Y | +463.9% | +443.0% | +20.9% | +399.2% |
| 10Y | +1,302.4% | +678.6% | +623.8% | +1,090.3% |
| All | +147.9% | +84.6% | +63.3% | +153.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling