+4.0%
NDAQ vs KIM
+10.4%
-6.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.8% |
| 7D | -2.4% | +0.4% | -2.9% | -2.5% |
| 30D | +2.5% | -4.0% | +6.4% | +3.0% |
| 3M | +9.9% | +0.5% | +9.4% | +10.2% |
| 6M | +9.4% | +3.6% | +5.8% | +9.4% |
| YTD | +0.4% | +20.4% | -20.0% | -1.7% |
| 1Y | +4.0% | +9.7% | -5.7% | +0.2% |
| All | +4.0% | +10.4% | -6.4% | +0.2% |
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