+37.6%
KIM vs JAAA
+26.7%
+10.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | -1.1% | +0.5% | -1.5% | -1.8% |
| 3M | -5.3% | +1.2% | -6.6% | -7.2% |
| 6M | +3.9% | +2.7% | +1.2% | -0.6% |
| YTD | +20.3% | +3.2% | +17.1% | +14.2% |
| 1Y | +10.4% | +4.8% | +5.6% | +2.3% |
| 3Y | +46.3% | +19.0% | +27.3% | +20.6% |
| 5Y | +37.6% | +26.8% | +10.8% | +2.9% |
| All | +37.6% | +26.7% | +10.9% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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