-7.7%
SRE vs KIM
+33.1%
-40.8%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +3.6% | -6.4% | -4.2% |
| 7D | -2.1% | +10.6% | -12.7% | -6.2% |
| 30D | +6.1% | +17.5% | -11.4% | -1.0% |
| 3M | -3.5% | +4.7% | -8.2% | -5.6% |
| 6M | -10.8% | +13.1% | -23.9% | -15.6% |
| YTD | -4.0% | +32.1% | -36.0% | -14.3% |
| 1Y | -7.7% | +32.7% | -40.3% | -17.9% |
| All | -7.7% | +33.1% | -40.8% | -17.9% |
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 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