+21.6%
SPG vs KIM
+10.5%
+11.1%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +0.7% |
| 7D | 0.0% | -0.3% | +0.3% | +0.2% |
| 30D | -4.9% | -1.7% | -3.2% | -3.8% |
| 3M | +3.3% | -0.8% | +4.1% | +4.1% |
| 6M | +11.2% | +4.4% | +6.8% | +8.6% |
| YTD | +17.1% | +21.2% | -4.2% | +5.0% |
| 1Y | +21.6% | +10.5% | +11.0% | +15.1% |
| All | +21.6% | +10.5% | +11.1% | +15.1% |
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