-9.9%
CCI vs KIM
+47.7%
-57.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.2% |
| 7D | +0.2% | -0.3% | +0.5% | +0.3% |
| 30D | +0.5% | -1.7% | +2.2% | +1.4% |
| 3M | -16.3% | -0.8% | -15.5% | -16.0% |
| 6M | -13.9% | +4.4% | -18.3% | -16.0% |
| YTD | -12.4% | +21.2% | -33.7% | -21.0% |
| 1Y | -15.2% | +10.5% | -25.7% | -19.8% |
| 3Y | -9.9% | +47.5% | -57.4% | -30.5% |
| All | -9.9% | +47.7% | -57.6% | -30.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling