-43.9%
BIDU vs KIM
+36.7%
-80.6%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.3% |
| 7D | -2.4% | -1.0% | -1.5% | -2.2% |
| 30D | -16.0% | -1.1% | -14.9% | -15.7% |
| 3M | -24.0% | -5.3% | -18.7% | -22.9% |
| 6M | -24.9% | +3.9% | -28.8% | -26.3% |
| YTD | -29.6% | +20.3% | -49.8% | -34.6% |
| 1Y | -15.2% | +10.4% | -25.6% | -18.9% |
| 3Y | -32.2% | +46.3% | -78.5% | -44.2% |
| All | -43.9% | +36.7% | -80.6% | -51.0% |
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