-28.8%
HDB vs KIM
+30.6%
-59.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.3% |
| 7D | +2.7% | +0.1% | +2.6% | +2.7% |
| 30D | +14.1% | +14.1% | 0.0% | +9.9% |
| 3M | +11.8% | +6.0% | +5.8% | +9.6% |
| 6M | +8.2% | +13.2% | -5.1% | +3.3% |
| YTD | -29.3% | +30.4% | -59.7% | -32.9% |
| 1Y | -28.8% | +31.0% | -59.8% | -32.3% |
| All | -28.8% | +30.6% | -59.4% | -32.3% |
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