+37.6%
KIM vs HRB
+104.8%
-67.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.5% |
| 7D | -1.0% | -10.6% | +9.7% | +1.0% |
| 30D | -1.1% | -0.8% | -0.3% | -1.4% |
| 3M | -5.3% | +19.1% | -24.4% | -9.2% |
| 6M | +3.9% | +48.7% | -44.8% | -5.5% |
| YTD | +20.3% | +7.1% | +13.2% | +18.4% |
| 1Y | +10.4% | -8.3% | +18.8% | +13.2% |
| 3Y | +46.3% | +25.8% | +20.5% | +33.1% |
| 5Y | +37.6% | +111.1% | -73.5% | +9.2% |
| All | +37.6% | +104.8% | -67.3% | +9.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling