+4,437.1%
SNDK vs KIM
+13.1%
+4,424.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.4% | -3.1% | -3.3% |
| 7D | -6.1% | -1.7% | -4.4% | -5.5% |
| 30D | +21.5% | -3.0% | +24.5% | +23.0% |
| 3M | -13.2% | -8.9% | -4.3% | -10.7% |
| 6M | +149.2% | +2.4% | +146.8% | +134.7% |
| YTD | +588.1% | +18.3% | +569.7% | +460.9% |
| 1Y | +1,837.5% | +8.2% | +1,829.4% | +1,644.5% |
| All | +4,437.1% | +13.1% | +4,424.0% | +3,930.0% |
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