+10.7%
SNDU vs KIM
+15.0%
-4.3%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +3.6% | -19.3% | -7.1% |
| 7D | -48.0% | +10.6% | -58.6% | -32.4% |
| 30D | -66.4% | +17.5% | -83.9% | -49.9% |
| 3M | -58.7% | +4.7% | -63.4% | -50.9% |
| 6M | -68.6% | +13.1% | -81.7% | -62.6% |
| All | +10.7% | +15.0% | -4.3% | +21.6% |
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