-48.1%
DOCS vs KIM
+31.1%
-79.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -2.0% |
| 7D | -0.8% | +4.1% | -4.8% | -0.9% |
| 30D | +17.4% | +16.8% | +0.6% | +16.9% |
| 3M | +57.4% | +5.7% | +51.7% | +57.1% |
| 6M | +26.5% | +9.7% | +16.9% | +25.3% |
| YTD | -26.6% | +30.2% | -56.8% | -31.1% |
| 1Y | -48.1% | +32.1% | -80.2% | -52.1% |
| All | -48.1% | +31.1% | -79.2% | -52.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling