+97,345.2%
AAPL vs KIM
+3,319.9%
+94,025.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.3% |
| 7D | +4.1% | +0.1% | +4.0% | +4.1% |
| 30D | +4.0% | +14.1% | -10.2% | +0.3% |
| 3M | +16.8% | +6.0% | +10.8% | +14.9% |
| 6M | +19.4% | +13.2% | +6.2% | +15.1% |
| YTD | +31.5% | +30.4% | +1.1% | +21.8% |
| 1Y | +31.0% | +31.0% | -0.1% | +21.1% |
| 3Y | +95.3% | +67.6% | +27.7% | +68.0% |
| 5Y | +143.4% | +35.8% | +107.6% | +120.1% |
| 10Y | +1,330.5% | +63.7% | +1,266.9% | +1,027.0% |
| All | +97,345.2% | +3,319.9% | +94,025.3% | +30,722.4% |
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 · 6 months rolling