+1,872.3%
SGI vs KIM
+211.8%
+1,660.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | +8.5% | +0.4% | +8.1% | +8.3% |
| 30D | +0.7% | -4.0% | +4.7% | +2.9% |
| 3M | +0.6% | +0.5% | +0.1% | +0.2% |
| 6M | -17.9% | +3.6% | -21.6% | -19.3% |
| YTD | -21.2% | +20.4% | -41.6% | -28.7% |
| 1Y | -18.9% | +9.7% | -28.6% | -23.0% |
| 3Y | +52.6% | +46.0% | +6.6% | +23.3% |
| 5Y | +60.7% | +34.4% | +26.3% | +36.0% |
| 10Y | +278.1% | +29.3% | +248.8% | +190.5% |
| All | +1,872.3% | +211.8% | +1,660.5% | +935.3% |
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