-8.0%
MRSH vs KIM
+10.4%
-18.5%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.3% | -1.4% |
| 7D | -3.6% | +0.4% | -4.0% | -3.7% |
| 30D | -3.0% | -4.0% | +1.0% | -1.7% |
| 3M | +15.8% | +0.5% | +15.3% | +16.0% |
| 6M | +1.6% | +3.6% | -2.0% | +0.8% |
| YTD | +1.7% | +20.4% | -18.7% | -5.6% |
| 1Y | -8.0% | +9.7% | -17.7% | -12.2% |
| All | -8.0% | +10.4% | -18.5% | -12.2% |
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