+127.0%
CIEN vs KGC
+23.8%
+103.2%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.5% | +2.8% | -0.4% |
| 7D | +27.4% | -4.1% | +31.4% | +27.8% |
| 30D | -26.6% | -11.6% | -14.9% | -26.0% |
| 3M | -32.0% | -24.5% | -7.4% | -30.7% |
| 6M | -49.1% | -34.6% | -14.5% | -47.7% |
| YTD | +25.7% | -26.2% | +51.9% | +28.1% |
| 1Y | +40.3% | -20.1% | +60.4% | +42.3% |
| 3Y | +566.2% | +312.4% | +253.8% | +508.3% |
| 5Y | +378.7% | +224.9% | +153.8% | +338.5% |
| 10Y | +1,252.3% | +608.7% | +643.6% | +1,063.8% |
| All | +127.0% | +23.8% | +103.2% | +138.4% |
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 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