+68.1%
KIM vs RACE
+26.1%
+42.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -1.0% | -3.9% | +2.9% | -0.4% |
| 30D | +14.8% | +6.8% | +8.0% | +13.6% |
| 3M | +8.1% | +1.3% | +6.8% | +7.8% |
| 6M | +11.7% | +26.3% | -14.6% | +7.1% |
| YTD | +30.7% | +13.8% | +16.9% | +27.1% |
| 1Y | +29.7% | -0.5% | +30.2% | +29.3% |
| All | +68.1% | +26.1% | +42.0% | +53.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling