+29.3%
RRX vs KIM
+33.1%
-3.8%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +3.6% | -7.2% | -4.6% |
| 7D | +7.6% | +10.6% | -3.0% | +4.1% |
| 30D | +7.5% | +17.5% | -10.0% | +1.2% |
| 3M | -21.0% | +4.7% | -25.7% | -21.4% |
| 6M | -18.1% | +13.1% | -31.2% | -24.6% |
| YTD | +24.3% | +32.1% | -7.8% | +1.4% |
| 1Y | +29.3% | +32.7% | -3.4% | +5.2% |
| All | +29.3% | +33.1% | -3.8% | +5.2% |
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 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