+17,803.4%
DE vs KIM
+3,058.9%
+14,744.5%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | 0.0% | -0.1% |
| 7D | +10.0% | +0.4% | +9.6% | +9.9% |
| 30D | +13.3% | -4.0% | +17.3% | +15.0% |
| 3M | +17.5% | +0.5% | +17.0% | +17.0% |
| 6M | +13.6% | +3.6% | +10.0% | +11.8% |
| YTD | +49.8% | +20.4% | +29.4% | +39.5% |
| 1Y | +47.9% | +9.7% | +38.2% | +42.3% |
| 3Y | +72.5% | +46.0% | +26.5% | +48.4% |
| 5Y | +90.2% | +34.4% | +55.8% | +66.2% |
| 10Y | +865.4% | +29.3% | +836.1% | +671.8% |
| All | +17,803.4% | +3,058.9% | +14,744.5% | +5,132.0% |
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 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