+146.5%
ASX vs KIM
+33.1%
+113.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.6% | -7.5% | -2.1% |
| 7D | -14.6% | +10.6% | -25.2% | -10.2% |
| 30D | -21.1% | +17.5% | -38.6% | -14.7% |
| 3M | -3.1% | +4.7% | -7.8% | +0.4% |
| 6M | +17.4% | +13.1% | +4.2% | +23.6% |
| YTD | +135.3% | +32.1% | +103.3% | +159.6% |
| 1Y | +146.5% | +32.7% | +113.8% | +172.4% |
| All | +146.5% | +33.1% | +113.4% | +172.4% |
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