-9.7%
RKT vs KIM
+37.3%
-47.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -2.1% |
| 7D | -1.0% | -1.0% | 0.0% | -0.1% |
| 30D | -2.4% | -1.1% | -1.3% | -1.5% |
| 3M | +1.9% | -5.3% | +7.2% | +6.5% |
| 6M | -13.9% | +3.9% | -17.8% | -16.7% |
| YTD | -30.6% | +20.3% | -50.9% | -41.6% |
| 1Y | -34.4% | +10.4% | -44.8% | -40.3% |
| 3Y | +38.2% | +46.3% | -8.1% | -1.9% |
| 5Y | -9.7% | +37.6% | -47.2% | -29.7% |
| All | -9.7% | +37.3% | -47.0% | -29.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling