-6.7%
IP vs KIM
+29.4%
-36.1%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.6% |
| 7D | -0.9% | -0.7% | -0.2% | -0.4% |
| 30D | +6.7% | +13.4% | -6.7% | -2.0% |
| 3M | -16.6% | +6.5% | -23.1% | -20.0% |
| 6M | +6.0% | +10.6% | -4.6% | -1.7% |
| YTD | -10.7% | +29.9% | -40.6% | -28.3% |
| 1Y | -6.7% | +29.6% | -36.2% | -24.7% |
| All | -6.7% | +29.4% | -36.1% | -24.7% |
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