+2,242.0%
GEN vs KIM
+3,315.9%
-1,073.9%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.2% | -2.5% |
| 7D | +2.3% | +4.1% | -1.8% | +1.2% |
| 30D | +33.1% | +16.8% | +16.3% | +28.0% |
| 3M | +6.5% | +5.7% | +0.8% | +5.1% |
| 6M | +53.8% | +9.7% | +44.1% | +50.0% |
| YTD | +11.2% | +30.2% | -19.0% | +3.6% |
| 1Y | +19.4% | +32.1% | -12.7% | +10.8% |
| 3Y | +81.0% | +58.6% | +22.4% | +59.5% |
| 5Y | +33.4% | +31.2% | +2.3% | +21.9% |
| 10Y | +164.3% | +66.7% | +97.6% | +105.1% |
| All | +2,242.0% | +3,315.9% | -1,073.9% | +348.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling