+221.5%
KIM vs VOO
+817.1%
-595.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.2% |
| 7D | +0.4% | +0.1% | +0.3% | +0.3% |
| 30D | -4.0% | +0.1% | -4.0% | -4.1% |
| 3M | +0.5% | +2.0% | -1.5% | -2.1% |
| 6M | +3.6% | +13.0% | -9.4% | -9.3% |
| YTD | +20.4% | +13.6% | +6.8% | +4.5% |
| 1Y | +9.7% | +20.1% | -10.4% | -10.3% |
| 3Y | +46.0% | +77.6% | -31.6% | -22.1% |
| 5Y | +34.4% | +82.4% | -48.0% | -30.4% |
| 10Y | +29.3% | +316.8% | -287.5% | -71.6% |
| All | +221.5% | +817.1% | -595.6% | -75.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling