+82.5%
NUE vs KIM
+9.1%
+73.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | -0.3% |
| 7D | +4.2% | -0.8% | +5.0% | +4.4% |
| 30D | -5.0% | -5.1% | +0.1% | -4.1% |
| 3M | -0.2% | -0.6% | +0.4% | 0.0% |
| 6M | +49.1% | +2.4% | +46.7% | +48.2% |
| YTD | +61.0% | +19.0% | +42.0% | +56.3% |
| 1Y | +82.5% | +8.4% | +74.1% | +69.4% |
| All | +82.5% | +9.1% | +73.4% | +69.4% |
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