+3,582.5%
ASX vs KIM
+555.0%
+3,027.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.2% | +6.8% | +6.7% |
| 7D | +0.8% | -1.0% | +1.8% | +1.2% |
| 30D | -20.4% | +14.8% | -35.2% | -23.8% |
| 3M | -2.1% | +8.1% | -10.3% | -4.7% |
| 6M | +8.2% | +11.7% | -3.4% | +3.9% |
| YTD | +137.3% | +30.7% | +106.5% | +116.8% |
| 1Y | +155.0% | +29.7% | +125.3% | +133.4% |
| 3Y | +397.9% | +65.1% | +332.9% | +318.9% |
| 5Y | +529.2% | +34.7% | +494.6% | +461.0% |
| 10Y | +1,007.5% | +64.1% | +943.4% | +751.0% |
| All | +3,582.5% | +555.0% | +3,027.5% | +956.2% |
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 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