+1,980.5%
NOW vs KIM
+165.7%
+1,814.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.0% | -5.0% | -5.7% |
| 7D | -6.7% | +5.0% | -11.6% | -7.8% |
| 30D | -25.8% | +15.8% | -41.6% | -28.7% |
| 3M | -12.7% | +4.3% | -17.0% | -14.0% |
| 6M | +11.2% | +11.4% | -0.1% | +7.5% |
| YTD | -33.2% | +30.8% | -64.0% | -38.3% |
| 1Y | -41.8% | +31.4% | -73.3% | -46.4% |
| 3Y | -15.7% | +57.7% | -73.3% | -26.6% |
| 5Y | -26.0% | +31.7% | -57.8% | -32.7% |
| 10Y | +515.1% | +67.4% | +447.7% | +428.3% |
| All | +1,980.5% | +165.7% | +1,814.8% | +1,198.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling