Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • CPRT vs KIM✓SelectedUSD · KIMCPRT vs KIM performance historyLatest closeAs of+0.42%09/04
Stock and ETF performance explorer

CPRT vs KIM

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+22,034.1%
KIM return
+1,378.5%
Excess return
+20,655.6%
Maximum drawdown
-72.5%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioKIMExcessAlpha
1D+0.4%-0.2%+0.6%+0.5%
7D+2.2%+0.4%+1.8%+2.1%
30D+16.6%-4.0%+20.6%+17.7%
3M+9.6%+0.5%+9.0%+9.4%
6M-11.1%+3.6%-14.7%-11.9%
YTD-13.9%+20.4%-34.3%-17.6%
1Y-32.5%+9.7%-42.2%-34.1%
3Y-25.0%+46.0%-71.0%-32.1%
5Y-7.4%+34.4%-41.8%-14.8%
10Y+422.0%+29.3%+392.7%+349.3%
All+22,034.1%+1,378.5%+20,655.6%+12,315.6%

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 all: 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…

all analysis · Full analysis span regression · 6 months rolling