+48.9%
ADI vs KIM
+9.4%
+39.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.5% |
| 7D | +2.6% | -1.0% | +3.6% | +2.7% |
| 30D | -4.6% | -1.1% | -3.5% | -4.6% |
| 3M | -9.5% | -5.3% | -4.2% | -9.4% |
| 6M | +14.8% | +3.9% | +10.9% | +12.0% |
| YTD | +35.8% | +20.3% | +15.5% | +25.3% |
| 1Y | +48.9% | +10.4% | +38.5% | +41.7% |
| All | +48.9% | +9.4% | +39.5% | +41.7% |
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