Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • CF vs KIM✓SelectedUSD · KIMCF vs KIM performance historyLatest closeAs of-3.24%09/04
Stock and ETF performance explorer

CF vs KIM

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+13.5%
KIM return
-6.0%
Excess return
+19.5%
Maximum drawdown
-4.3%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1mo.

Portfolio and benchmark returns by period
PeriodPortfolioKIMExcessAlpha
1D-3.2%-0.2%-3.1%-3.3%
7D+6.0%+0.4%+5.6%+6.2%
30D+14.8%-4.0%+18.8%+13.6%
All+13.5%-6.0%+19.5%+12.1%

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 1mo: 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…

1mo analysis · Full analysis span regression · Available span rolling