+108.0%
CIEN vs KGC
+36.6%
+71.4%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.7% | +7.9% | +10.5% |
| 7D | -5.3% | +11.1% | -16.4% | -6.1% |
| 30D | -40.1% | -3.7% | -36.4% | -40.0% |
| 3M | -34.7% | -17.2% | -17.5% | -33.9% |
| 6M | -50.9% | -27.3% | -23.6% | -49.9% |
| YTD | +15.2% | -18.5% | +33.7% | +16.5% |
| 1Y | +35.2% | -5.7% | +40.9% | +35.6% |
| 3Y | +522.6% | +336.5% | +186.1% | +466.0% |
| 5Y | +344.2% | +298.7% | +45.5% | +301.7% |
| 10Y | +1,188.7% | +538.5% | +650.1% | +1,012.2% |
| All | +108.0% | +36.6% | +71.4% | +117.0% |
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