+148.8%
KINS vs SPY
+315.0%
-166.2%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +2.4% | +4.7% | +5.7% |
| 7D | +7.3% | +0.1% | +7.2% | +7.4% |
| 30D | +18.4% | -3.3% | +21.8% | +20.8% |
| 3M | +15.4% | -2.4% | +17.9% | +17.1% |
| 6M | +42.1% | +2.6% | +39.5% | +39.7% |
| YTD | +31.4% | +11.2% | +20.1% | +23.3% |
| 1Y | +49.5% | +13.4% | +36.1% | +38.8% |
| 3Y | +954.8% | +79.9% | +874.9% | +669.8% |
| 5Y | +313.0% | +72.2% | +240.8% | +204.8% |
| 10Y | +148.8% | +307.3% | -158.6% | +43.2% |
| All | +148.8% | +315.0% | -166.2% | +43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 10y: compounded portfolio wealth divided by compounded SPY 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…
10y analysis · Full analysis span regression · 6 months rolling