+1,261.7%
CIEN vs KIM
+63.9%
+1,197.9%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.2% | +9.0% | +8.9% |
| 7D | +8.7% | -1.0% | +9.7% | +9.1% |
| 30D | -26.9% | +14.8% | -41.7% | -29.9% |
| 3M | -23.6% | +8.1% | -31.8% | -25.5% |
| 6M | -49.1% | +11.7% | -60.8% | -51.1% |
| YTD | +26.6% | +30.7% | -4.2% | +16.2% |
| 1Y | +42.7% | +29.7% | +13.0% | +31.2% |
| 3Y | +570.8% | +65.1% | +505.8% | +477.4% |
| 5Y | +386.4% | +34.7% | +351.8% | +338.4% |
| 10Y | +1,261.7% | +64.1% | +1,197.6% | +1,056.8% |
| All | +1,261.7% | +63.9% | +1,197.9% | +1,056.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KIM.
Daily Out/Under-Performance
Portfolio return minus KIM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KIM 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 10y: compounded portfolio wealth divided by compounded KIM 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…
10y analysis · Full analysis span regression · 6 months rolling