+3,058.9%
KIM vs HRB
+1,581.9%
+1,477.0%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.0% | +3.8% | +1.1% |
| 7D | +0.4% | -5.7% | +6.1% | +2.2% |
| 30D | -4.0% | +7.9% | -11.9% | -6.8% |
| 3M | +0.5% | +32.1% | -31.6% | -8.7% |
| 6M | +3.6% | +62.2% | -58.6% | -13.3% |
| YTD | +20.4% | +16.4% | +4.0% | +11.0% |
| 1Y | +9.7% | -0.3% | +10.0% | +5.9% |
| 3Y | +46.0% | +36.0% | +10.0% | +24.8% |
| 5Y | +34.4% | +125.2% | -90.8% | -4.9% |
| 10Y | +29.3% | +237.7% | -208.4% | -23.6% |
| All | +3,058.9% | +1,581.9% | +1,477.0% | +1,362.6% |
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