-14.0%
ABT vs KIM
+30.6%
-44.5%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.8% | +1.0% |
| 7D | -1.3% | +0.1% | -1.4% | -1.3% |
| 30D | +6.0% | +14.1% | -8.1% | -0.5% |
| 3M | -1.9% | +6.0% | -7.9% | -4.6% |
| 6M | +31.2% | +13.2% | +17.9% | +23.7% |
| YTD | -11.2% | +30.4% | -41.6% | -23.5% |
| 1Y | -14.0% | +31.0% | -45.0% | -26.3% |
| All | -14.0% | +30.6% | -44.5% | -26.3% |
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