+16,977.2%
DINO vs KIM
+3,307.9%
+13,669.3%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.6% | +1.2% |
| 7D | +5.0% | -0.7% | +5.7% | +5.3% |
| 30D | -19.9% | +13.4% | -33.3% | -24.1% |
| 3M | +16.8% | +6.5% | +10.2% | +13.4% |
| 6M | +44.8% | +10.6% | +34.2% | +38.1% |
| YTD | +128.0% | +29.9% | +98.1% | +103.3% |
| 1Y | +95.0% | +29.6% | +65.5% | +74.1% |
| 3Y | +115.4% | +64.1% | +51.3% | +73.3% |
| 5Y | +252.6% | +35.3% | +217.3% | +200.5% |
| 10Y | +451.2% | +63.1% | +388.2% | +310.2% |
| All | +16,977.2% | +3,307.9% | +13,669.3% | +5,552.5% |
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 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