+35.5%
KIM vs SOXQ
+288.7%
-253.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.4% |
| 7D | -0.3% | +5.3% | -5.6% | -1.4% |
| 30D | -1.7% | -3.7% | +2.0% | -1.1% |
| 3M | -0.8% | -7.8% | +7.0% | -0.4% |
| 6M | +4.4% | +58.4% | -54.0% | -9.4% |
| YTD | +21.2% | +68.1% | -46.9% | +2.9% |
| 1Y | +10.5% | +105.4% | -94.8% | -12.1% |
| 3Y | +47.5% | +239.2% | -191.7% | -7.1% |
| 5Y | +37.1% | +266.9% | -229.8% | -18.6% |
| All | +35.5% | +288.7% | -253.2% | -19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 all: compounded portfolio wealth divided by compounded SOXQ 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…
all analysis · Full analysis span regression · 6 months rolling