+39.1%
RGEN vs KIM
+9.4%
+29.6%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -1.9% |
| 7D | -4.6% | -1.0% | -3.6% | -4.3% |
| 30D | +1.2% | -1.1% | +2.2% | +1.4% |
| 3M | +26.8% | -5.3% | +32.2% | +28.4% |
| 6M | +29.1% | +3.9% | +25.1% | +25.8% |
| YTD | +0.7% | +20.3% | -19.5% | -6.5% |
| 1Y | +39.1% | +10.4% | +28.6% | +34.7% |
| All | +39.1% | +9.4% | +29.6% | +34.7% |
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