+42.7%
MKSI vs KIM
+33.1%
+9.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +3.6% | -8.5% | -3.5% |
| 7D | -10.7% | +10.6% | -21.3% | -7.2% |
| 30D | -30.5% | +17.5% | -48.0% | -26.5% |
| 3M | -39.2% | +4.7% | -43.9% | -36.9% |
| 6M | -33.0% | +13.1% | -46.1% | -31.5% |
| YTD | +22.3% | +32.1% | -9.7% | +34.9% |
| 1Y | +42.7% | +32.7% | +10.0% | +58.1% |
| All | +42.7% | +33.1% | +9.6% | +58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KIM.
Daily Out/Under-Performance
Portfolio return minus KIM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KIM 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 1y: compounded portfolio wealth divided by compounded KIM 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…
1y analysis · Full analysis span regression · 6 months rolling