-68.8%
AAOX vs KIM
+6.9%
-75.6%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -0.2% | +10.7% | +9.8% |
| 7D | -2.5% | +0.4% | -2.9% | -0.5% |
| 30D | -41.1% | -4.0% | -37.1% | -50.4% |
| 3M | -84.7% | +0.5% | -85.2% | -81.7% |
| All | -68.8% | +6.9% | -75.6% | -67.6% |
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 all: 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…
all analysis · Full analysis span regression · Available span rolling