-74.4%
OPEN vs KIM
+10.6%
-84.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -0.4% | -21.4% | -21.6% |
| 7D | -22.2% | +4.1% | -26.3% | -22.7% |
| 30D | -38.3% | +16.8% | -55.1% | -39.0% |
| 3M | -59.4% | +5.7% | -65.1% | -60.8% |
| 6M | -74.4% | +9.7% | -84.0% | -74.3% |
| All | -74.4% | +10.6% | -84.9% | -74.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling