+57.3%
BEN vs KIM
+33.1%
+24.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.6% | +1.1% | +3.5% |
| 7D | +6.7% | +10.6% | -3.9% | +3.5% |
| 30D | +3.0% | +17.5% | -14.5% | -2.1% |
| 3M | -4.3% | +4.7% | -9.0% | -5.6% |
| 6M | +16.4% | +13.1% | +3.2% | +10.2% |
| YTD | +46.8% | +32.1% | +14.7% | +30.7% |
| 1Y | +57.3% | +32.7% | +24.7% | +39.8% |
| All | +57.3% | +33.1% | +24.2% | +39.8% |
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