+36.9%
KIM vs RACE
+65.0%
-28.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | 0.0% |
| 7D | +4.1% | +5.1% | -1.0% | +2.6% |
| 30D | +16.8% | +7.7% | +9.1% | +14.4% |
| 3M | +5.7% | +2.2% | +3.5% | +4.8% |
| 6M | +9.7% | +23.8% | -14.1% | +2.3% |
| YTD | +30.2% | +13.9% | +16.3% | +23.7% |
| 1Y | +32.1% | +3.8% | +28.3% | +29.3% |
| 3Y | +58.6% | +28.0% | +30.6% | +33.7% |
| All | +36.9% | +65.0% | -28.1% | -0.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling