+32.1%
KIM vs RACE
+3.3%
+28.9%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.3% |
| 7D | +4.1% | +5.1% | -1.0% | +3.6% |
| 30D | +16.8% | +7.7% | +9.1% | +16.0% |
| 3M | +5.7% | +2.2% | +3.5% | +5.3% |
| 6M | +9.7% | +23.8% | -14.1% | +7.0% |
| YTD | +30.2% | +13.9% | +16.3% | +27.0% |
| 1Y | +32.1% | +3.8% | +28.3% | +34.2% |
| All | +32.1% | +3.3% | +28.9% | +34.2% |
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