+88.7%
AMZN vs KIM
+65.6%
+23.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.6% |
| 7D | +8.0% | +2.8% | +5.3% | +7.3% |
| 30D | +3.2% | +15.9% | -12.7% | -0.8% |
| 3M | -2.6% | +7.8% | -10.4% | -4.4% |
| 6M | -0.7% | +11.9% | -12.5% | -4.1% |
| YTD | +17.4% | +31.0% | -13.7% | +7.5% |
| 1Y | +9.0% | +32.3% | -23.3% | -0.5% |
| 3Y | +88.7% | +65.5% | +23.2% | +63.2% |
| All | +88.7% | +65.6% | +23.1% | +63.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling