-92.1%
AAOX vs KIM
+17.2%
-109.3%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | +3.6% | -18.5% | -0.8% |
| 7D | -50.3% | +10.6% | -60.9% | -23.5% |
| 30D | -79.8% | +17.5% | -97.3% | -58.6% |
| 3M | -85.9% | +4.7% | -90.6% | -82.0% |
| 6M | -95.7% | +13.1% | -108.8% | -90.9% |
| All | -92.1% | +17.2% | -109.3% | -87.3% |
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