+157.0%
MKSI vs KIM
+10.4%
+146.6%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.2% | +4.4% | +4.3% |
| 7D | +1.8% | +0.4% | +1.4% | +1.8% |
| 30D | -16.8% | -4.0% | -12.8% | -16.8% |
| 3M | -21.1% | +0.5% | -21.6% | -22.8% |
| 6M | +10.8% | +3.6% | +7.2% | +7.2% |
| YTD | +63.3% | +20.4% | +42.9% | +55.8% |
| 1Y | +157.0% | +9.7% | +147.3% | +163.8% |
| All | +157.0% | +10.4% | +146.6% | +163.8% |
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