+3,319.9%
KIM vs HRB
+1,614.5%
+1,705.5%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +0.8% |
| 7D | +0.1% | -5.1% | +5.2% | +1.7% |
| 30D | +14.1% | +8.7% | +5.4% | +11.1% |
| 3M | +6.0% | -5.4% | +11.4% | +7.2% |
| 6M | +13.2% | +41.6% | -28.3% | 0.0% |
| YTD | +30.4% | +18.7% | +11.7% | +19.0% |
| 1Y | +31.0% | +16.4% | +14.6% | +20.2% |
| 3Y | +67.6% | +22.0% | +45.6% | +48.1% |
| 5Y | +35.8% | +141.2% | -105.5% | -6.3% |
| 10Y | +63.7% | +223.1% | -159.5% | -2.4% |
| All | +3,319.9% | +1,614.5% | +1,705.5% | +1,467.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling