+432.3%
ASX vs KIM
+34.4%
+397.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -0.7% | +0.4% | -1.1% | -0.9% |
| 30D | +2.0% | -4.0% | +6.0% | +3.6% |
| 3M | -1.3% | +0.5% | -1.9% | -2.4% |
| 6M | +71.4% | +3.6% | +67.8% | +67.2% |
| YTD | +135.3% | +20.4% | +114.9% | +114.3% |
| 1Y | +267.5% | +9.7% | +257.8% | +247.8% |
| 3Y | +388.5% | +46.0% | +342.5% | +290.8% |
| All | +432.3% | +34.4% | +397.9% | +364.0% |
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