+255.1%
SNXX vs KIM
+3.0%
+252.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -1.2% | -6.8% | -10.0% |
| 7D | +16.8% | -1.5% | +18.3% | +13.7% |
| 30D | +65.3% | -1.7% | +67.0% | +60.5% |
| 3M | -34.8% | -7.1% | -27.6% | -40.7% |
| 6M | +255.1% | +2.9% | +252.3% | +187.7% |
| All | +255.1% | +3.0% | +252.1% | +187.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling