+32.7%
KIM vs HRB
+16.9%
+15.8%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.4% | -0.8% | +3.4% |
| 7D | +10.6% | +16.0% | -5.4% | +10.1% |
| 30D | +17.5% | +32.1% | -14.6% | +16.7% |
| 3M | +4.7% | +21.5% | -16.8% | +4.1% |
| 6M | +13.1% | +82.1% | -68.9% | +13.2% |
| YTD | +32.1% | +31.6% | +0.5% | +34.8% |
| 1Y | +32.7% | +15.9% | +16.8% | +36.8% |
| All | +32.7% | +16.9% | +15.8% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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