+100.4%
DINO vs KIM
+47.7%
+52.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.7% | +2.1% | +2.5% |
| 7D | +4.2% | -0.3% | +4.5% | +4.3% |
| 30D | +33.9% | -1.7% | +35.6% | +34.8% |
| 3M | +50.5% | -0.8% | +51.4% | +50.8% |
| 6M | +95.2% | +4.4% | +90.8% | +90.2% |
| YTD | +140.6% | +21.2% | +119.3% | +118.3% |
| 1Y | +119.0% | +10.5% | +108.4% | +107.4% |
| 3Y | +100.4% | +47.5% | +52.9% | +64.0% |
| All | +100.4% | +47.7% | +52.6% | +64.0% |
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 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