+32.7%
KIM vs RACE
+10.6%
+22.1%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.3% | -0.7% | +3.1% |
| 7D | +10.6% | +9.9% | +0.7% | +9.6% |
| 30D | +17.5% | +12.8% | +4.7% | +16.2% |
| 3M | +4.7% | +7.4% | -2.7% | +3.8% |
| 6M | +13.1% | +27.6% | -14.5% | +10.0% |
| YTD | +32.1% | +18.4% | +13.7% | +28.2% |
| 1Y | +32.7% | +9.5% | +23.1% | +32.8% |
| All | +32.7% | +10.6% | +22.1% | +32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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