+14,089.8%
SPGI vs KIM
+3,058.9%
+11,030.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | +0.1% | +0.4% | -0.3% | 0.0% |
| 30D | +8.4% | -4.0% | +12.4% | +9.9% |
| 3M | +11.8% | +0.5% | +11.3% | +11.6% |
| 6M | +5.7% | +3.6% | +2.1% | +4.3% |
| YTD | -9.7% | +20.4% | -30.1% | -15.3% |
| 1Y | -12.5% | +9.7% | -22.2% | -15.5% |
| 3Y | +21.8% | +46.0% | -24.2% | +6.0% |
| 5Y | +8.2% | +34.4% | -26.3% | -4.3% |
| 10Y | +309.5% | +29.3% | +280.2% | +230.2% |
| All | +14,089.8% | +3,058.9% | +11,030.9% | +5,568.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling