+368.8%
SNXX vs KIM
+15.3%
+353.5%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.4% | -6.6% | -8.0% |
| 7D | -12.0% | -1.7% | -10.3% | -15.6% |
| 30D | +37.9% | -3.0% | +40.9% | +28.7% |
| 3M | -52.7% | -8.9% | -43.8% | -58.5% |
| 6M | +194.8% | +2.4% | +192.4% | +186.5% |
| All | +368.8% | +15.3% | +353.5% | +736.2% |
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 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