+39.0%
RGEN vs KIM
+9.1%
+29.9%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.2% | -0.8% |
| 7D | -4.9% | -0.8% | -4.2% | -4.7% |
| 30D | +5.7% | -5.1% | +10.8% | +7.2% |
| 3M | +32.4% | -0.6% | +33.1% | +31.4% |
| 6M | +33.2% | +2.4% | +30.8% | +30.1% |
| YTD | +2.3% | +19.0% | -16.7% | -5.8% |
| 1Y | +39.0% | +8.4% | +30.6% | +36.9% |
| All | +39.0% | +9.1% | +29.9% | +36.9% |
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