+42.7%
CIEN vs KIM
+31.2%
+11.5%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.2% | +9.0% | +8.7% |
| 7D | +8.7% | -1.0% | +9.7% | +7.9% |
| 30D | -26.9% | +14.8% | -41.7% | -21.0% |
| 3M | -23.6% | +8.1% | -31.8% | -18.7% |
| 6M | -49.1% | +11.7% | -60.8% | -46.5% |
| YTD | +26.6% | +30.7% | -4.2% | +49.3% |
| 1Y | +42.7% | +29.7% | +13.0% | +69.3% |
| All | +42.7% | +31.2% | +11.5% | +69.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling