+1,055.9%
RGEN vs KIM
+3,058.9%
-2,003.1%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.1% |
| 7D | -4.9% | +0.4% | -5.3% | -5.0% |
| 30D | +5.7% | -4.0% | +9.7% | +6.6% |
| 3M | +32.4% | +0.5% | +31.9% | +32.1% |
| 6M | +33.2% | +3.6% | +29.6% | +31.9% |
| YTD | +2.3% | +20.4% | -18.1% | -2.3% |
| 1Y | +39.0% | +9.7% | +29.3% | +35.7% |
| 3Y | -4.6% | +46.0% | -50.6% | -12.4% |
| 5Y | -42.7% | +34.4% | -77.1% | -46.5% |
| 10Y | +433.6% | +29.3% | +404.3% | +366.5% |
| All | +1,055.9% | +3,058.9% | -2,003.1% | +908.5% |
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