+36.4%
KIM vs RVTY
-30.5%
+67.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | +0.4% | +1.1% | -0.7% | +0.1% |
| 30D | -4.0% | +13.2% | -17.2% | -7.4% |
| 3M | +0.5% | +27.2% | -26.7% | -6.6% |
| 6M | +3.6% | +32.4% | -28.8% | -5.5% |
| YTD | +20.4% | +34.9% | -14.4% | +8.4% |
| 1Y | +9.7% | +52.4% | -42.7% | -5.6% |
| 3Y | +46.0% | +12.3% | +33.7% | +35.0% |
| All | +36.4% | -30.5% | +67.0% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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