+1,090.5%
RGEN vs KIM
+3,329.3%
-2,238.8%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.5% | -0.7% |
| 7D | -3.1% | -1.0% | -2.1% | -2.9% |
| 30D | +0.1% | +14.8% | -14.7% | -3.1% |
| 3M | +4.8% | +8.1% | -3.4% | +2.8% |
| 6M | +48.9% | +11.7% | +37.3% | +44.8% |
| YTD | +5.3% | +30.7% | -25.4% | -1.3% |
| 1Y | +12.5% | +29.7% | -17.2% | +5.6% |
| 3Y | +17.0% | +65.1% | -48.1% | +4.3% |
| 5Y | -35.4% | +34.7% | -70.0% | -39.8% |
| 10Y | +434.6% | +64.1% | +370.5% | +341.4% |
| All | +1,090.5% | +3,329.3% | -2,238.8% | +918.2% |
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