+3,552.3%
ASX vs KIM
+503.3%
+3,048.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -0.7% | +0.4% | -1.1% | -0.8% |
| 30D | +2.0% | -4.0% | +6.0% | +3.2% |
| 3M | -1.3% | +0.5% | -1.9% | -2.0% |
| 6M | +71.4% | +3.6% | +67.8% | +68.7% |
| YTD | +135.3% | +20.4% | +114.9% | +120.9% |
| 1Y | +267.5% | +9.7% | +257.8% | +253.9% |
| 3Y | +388.5% | +46.0% | +342.5% | +326.9% |
| 5Y | +417.1% | +34.4% | +382.7% | +361.4% |
| 10Y | +872.7% | +29.3% | +843.4% | +704.2% |
| All | +3,552.3% | +503.3% | +3,048.9% | +976.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling