+114.5%
BTI vs KIM
+37.3%
+77.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.3% |
| 7D | -2.4% | -1.0% | -1.5% | -2.2% |
| 30D | -4.8% | -1.1% | -3.7% | -4.5% |
| 3M | -8.1% | -5.3% | -2.8% | -6.8% |
| 6M | -4.2% | +3.9% | -8.1% | -4.9% |
| YTD | -1.3% | +20.3% | -21.6% | -5.2% |
| 1Y | +2.1% | +10.4% | -8.3% | -0.1% |
| 3Y | +108.9% | +46.3% | +62.6% | +88.0% |
| 5Y | +114.5% | +37.6% | +76.9% | +94.0% |
| All | +114.5% | +37.3% | +77.1% | +94.0% |
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