+32.7%
KIM vs BMRN
+8.7%
+24.0%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.6% | +0.9% | +3.5% |
| 7D | +10.6% | +2.0% | +8.6% | +10.5% |
| 30D | +17.5% | -0.7% | +18.2% | +17.4% |
| 3M | +4.7% | -5.9% | +10.6% | +4.6% |
| 6M | +13.1% | +3.0% | +10.1% | +12.9% |
| YTD | +32.1% | -3.9% | +35.9% | +31.6% |
| 1Y | +32.7% | +8.8% | +23.9% | +32.2% |
| All | +32.7% | +8.7% | +24.0% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BMRN.
Daily Out/Under-Performance
Portfolio return minus BMRN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMRN 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 BMRN 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