+37.6%
KIM vs VOO
+81.6%
-44.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.4% |
| 7D | -1.0% | -0.4% | -0.6% | -0.7% |
| 30D | -1.1% | -1.4% | +0.3% | 0.0% |
| 3M | -5.3% | +3.7% | -9.0% | -8.5% |
| 6M | +3.9% | +13.0% | -9.1% | -7.1% |
| YTD | +20.3% | +12.4% | +7.8% | +7.7% |
| 1Y | +10.4% | +18.6% | -8.2% | -6.0% |
| 3Y | +46.3% | +78.1% | -31.7% | -16.9% |
| 5Y | +37.6% | +82.3% | -44.7% | -23.3% |
| All | +37.6% | +81.6% | -44.0% | -23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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