+45.8%
AMZN vs KIM
+37.7%
+8.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.9% |
| 7D | +0.8% | -0.3% | +1.1% | +0.9% |
| 30D | -6.4% | -1.7% | -4.7% | -5.7% |
| 3M | +4.8% | -0.8% | +5.6% | +4.7% |
| 6M | +20.5% | +4.4% | +16.1% | +17.4% |
| YTD | +11.3% | +21.2% | -9.9% | +0.7% |
| 1Y | +9.0% | +10.5% | -1.6% | +2.8% |
| 3Y | +85.9% | +47.5% | +38.4% | +46.9% |
| 5Y | +45.8% | +37.1% | +8.7% | +27.1% |
| All | +45.8% | +37.7% | +8.1% | +27.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling