+1,460.5%
CIEN vs KIM
+29.7%
+1,430.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.7% |
| 7D | -4.6% | -1.0% | -3.6% | -4.3% |
| 30D | -12.8% | -1.1% | -11.7% | -12.5% |
| 3M | -23.1% | -5.3% | -17.7% | -22.1% |
| 6M | +6.1% | +3.9% | +2.2% | +4.5% |
| YTD | +44.5% | +20.3% | +24.2% | +36.3% |
| 1Y | +176.6% | +10.4% | +166.2% | +166.8% |
| 3Y | +601.0% | +46.3% | +554.6% | +524.8% |
| 5Y | +509.1% | +37.6% | +471.5% | +451.6% |
| 10Y | +1,460.5% | +34.5% | +1,426.0% | +1,314.3% |
| All | +1,460.5% | +29.7% | +1,430.8% | +1,314.3% |
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