-30.6%
SPXU vs KIM
+33.1%
-63.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +3.6% | -8.4% | -4.8% |
| 7D | +2.2% | +10.6% | -8.4% | +2.1% |
| 30D | +3.8% | +17.5% | -13.7% | +3.9% |
| 3M | +3.3% | +4.7% | -1.4% | +2.8% |
| 6M | -16.7% | +13.1% | -29.8% | -14.7% |
| YTD | -28.6% | +32.1% | -60.7% | -25.0% |
| 1Y | -30.6% | +32.7% | -63.2% | -26.7% |
| All | -30.6% | +33.1% | -63.7% | -26.7% |
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 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