-44.9%
FND vs KIM
+9.4%
-54.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -0.2% |
| 7D | -5.1% | -1.5% | -3.6% | -3.6% |
| 30D | -22.5% | -1.7% | -20.8% | -21.2% |
| 3M | -5.0% | -7.1% | +2.1% | +2.8% |
| 6M | -21.5% | +2.9% | -24.4% | -24.4% |
| YTD | -23.0% | +18.8% | -41.9% | -37.3% |
| 1Y | -44.9% | +9.4% | -54.3% | -50.9% |
| All | -44.9% | +9.4% | -54.3% | -50.9% |
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