+58.1%
EBAY vs KIM
+35.1%
+23.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +2.0% |
| 7D | -0.8% | -1.5% | +0.7% | -0.1% |
| 30D | -0.6% | -1.7% | +1.1% | +0.1% |
| 3M | -1.0% | -7.1% | +6.2% | +2.1% |
| 6M | +16.3% | +2.9% | +13.4% | +14.3% |
| YTD | +21.7% | +18.8% | +2.8% | +11.6% |
| 1Y | +16.5% | +9.4% | +7.1% | +11.1% |
| 3Y | +154.2% | +44.6% | +109.6% | +105.3% |
| 5Y | +58.1% | +37.9% | +20.1% | +34.8% |
| All | +58.1% | +35.1% | +23.0% | +34.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling