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  • HTZ vs KIM✓SelectedUSD · KIMHTZ vs KIM performance historyLatest closeAs of+1.32%09/04
Stock and ETF performance explorer

HTZ vs KIM

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+52.3%
KIM return
-6.0%
Excess return
+58.3%
Maximum drawdown
-27.1%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1mo.

Portfolio and benchmark returns by period
PeriodPortfolioKIMExcessAlpha
1D+1.3%-0.2%+1.5%+0.7%
7D+7.5%+0.4%+7.1%+9.3%
30D+47.4%-4.0%+51.4%+28.5%
All+52.3%-6.0%+58.3%+30.1%

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 1mo: 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…

1mo analysis · Full analysis span regression · Available span rolling