+8.4%
KIM vs HRB
+1.1%
+7.3%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.0% | +2.7% | -1.3% |
| 7D | -0.8% | -5.7% | +4.9% | -0.7% |
| 30D | -5.1% | +7.9% | -13.0% | -5.3% |
| 3M | -0.6% | +32.1% | -32.8% | -1.0% |
| 6M | +2.4% | +62.2% | -59.8% | +2.5% |
| YTD | +19.0% | +16.4% | +2.6% | +21.7% |
| 1Y | +8.4% | -0.3% | +8.7% | +12.0% |
| All | +8.4% | +1.1% | +7.3% | +12.0% |
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