-4.9%
EQT vs KIM
+33.1%
-38.0%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.6% | -6.8% | -3.4% |
| 7D | -6.6% | +10.6% | -17.2% | -7.4% |
| 30D | +2.7% | +17.5% | -14.7% | +1.0% |
| 3M | -0.2% | +4.7% | -4.9% | -0.7% |
| 6M | -10.6% | +13.1% | -23.7% | -11.8% |
| YTD | -1.2% | +32.1% | -33.2% | -8.9% |
| 1Y | -4.9% | +32.7% | -37.5% | -12.3% |
| All | -4.9% | +33.1% | -38.0% | -12.3% |
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