-95.0%
AAOX vs KIM
+15.7%
-110.7%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | +0.4% | -11.2% | -9.5% |
| 7D | -3.4% | +0.1% | -3.5% | -3.5% |
| 30D | -72.8% | +14.1% | -87.0% | -51.9% |
| 3M | -90.7% | +6.0% | -96.7% | -87.6% |
| 6M | -98.2% | +13.2% | -111.4% | -96.4% |
| All | -95.0% | +15.7% | -110.7% | -92.5% |
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