-39.3%
FND vs KIM
+9.1%
-48.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.3% | +3.1% | +3.1% |
| 7D | -5.2% | -0.8% | -4.5% | -4.6% |
| 30D | -19.9% | -5.1% | -14.8% | -15.1% |
| 3M | +2.7% | -0.6% | +3.4% | +3.0% |
| 6M | -21.7% | +2.4% | -24.1% | -24.2% |
| YTD | -17.5% | +19.0% | -36.5% | -33.3% |
| 1Y | -39.3% | +8.4% | -47.7% | -43.8% |
| All | -39.3% | +9.1% | -48.4% | -43.8% |
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 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