+309.7%
SCCO vs KIM
+35.1%
+274.6%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -1.2% | -6.0% | -6.7% |
| 7D | -2.7% | -1.5% | -1.2% | -2.1% |
| 30D | -0.2% | -1.7% | +1.5% | +0.5% |
| 3M | +17.8% | -7.1% | +24.9% | +21.1% |
| 6M | +2.3% | +2.9% | -0.6% | +0.5% |
| YTD | +41.6% | +18.8% | +22.8% | +30.1% |
| 1Y | +101.9% | +9.4% | +92.5% | +92.0% |
| 3Y | +186.2% | +44.6% | +141.6% | +135.3% |
| 5Y | +309.7% | +37.9% | +271.7% | +241.0% |
| All | +309.7% | +35.1% | +274.6% | +241.0% |
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