+53,797.5%
ADI vs KIM
+3,307.9%
+50,489.6%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.3% |
| 7D | +13.4% | -0.7% | +14.0% | +13.6% |
| 30D | -1.3% | +13.4% | -14.7% | -5.4% |
| 3M | +6.8% | +6.5% | +0.3% | +4.4% |
| 6M | -1.9% | +10.6% | -12.5% | -5.7% |
| YTD | +52.3% | +29.9% | +22.3% | +38.9% |
| 1Y | +71.6% | +29.6% | +42.1% | +56.7% |
| 3Y | +148.9% | +64.1% | +84.8% | +110.0% |
| 5Y | +140.8% | +35.3% | +105.5% | +114.9% |
| 10Y | +653.6% | +63.1% | +590.5% | +478.0% |
| All | +53,797.5% | +3,307.9% | +50,489.6% | +11,138.3% |
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 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