-45.5%
APTV vs KIM
+10.7%
-56.2%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.9% | -2.4% |
| 7D | -1.2% | -1.0% | -0.2% | -0.9% |
| 30D | -10.6% | -1.1% | -9.6% | -10.3% |
| 3M | -35.0% | -5.3% | -29.7% | -33.7% |
| 6M | -38.9% | +3.9% | -42.8% | -39.8% |
| YTD | -41.5% | +20.3% | -61.8% | -46.2% |
| All | -45.5% | +10.7% | -56.2% | -47.6% |
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