+48.7%
KIM vs FGI
-4.4%
+53.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +7.5% | -7.7% | -0.2% |
| 7D | +0.4% | +0.5% | -0.1% | +0.4% |
| 30D | -4.0% | +65.4% | -69.4% | -4.1% |
| 3M | +0.5% | +23.5% | -23.0% | +0.4% |
| 6M | +3.6% | +60.5% | -56.9% | +3.4% |
| YTD | +20.4% | +30.0% | -9.6% | +20.2% |
| 1Y | +9.7% | +82.1% | -72.4% | +9.8% |
| All | +48.7% | -4.4% | +53.1% | +52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 3y: compounded portfolio wealth divided by compounded FGI 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…
3y analysis · Full analysis span regression · 6 months rolling