-6.6%
AON vs KIM
+45.1%
-51.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.7% | -3.3% |
| 7D | -7.9% | -1.0% | -7.0% | -7.7% |
| 30D | -14.6% | -1.1% | -13.6% | -14.4% |
| 3M | -7.9% | -5.3% | -2.6% | -6.7% |
| 6M | -8.0% | +3.9% | -11.9% | -8.8% |
| YTD | -13.2% | +20.3% | -33.5% | -16.6% |
| 1Y | -16.4% | +10.4% | -26.9% | -18.3% |
| All | -6.6% | +45.1% | -51.7% | -13.2% |
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