-9.2%
VRSK vs KIM
+33.1%
-42.3%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.6% | -3.1% | -0.6% |
| 7D | +4.2% | +10.6% | -6.4% | +1.4% |
| 30D | +21.2% | +17.5% | +3.7% | +16.1% |
| 3M | +2.9% | +4.7% | -1.8% | +0.9% |
| 6M | +11.3% | +13.1% | -1.8% | +10.4% |
| YTD | -10.8% | +32.1% | -42.9% | -11.6% |
| 1Y | -9.2% | +32.7% | -41.8% | -10.0% |
| All | -9.2% | +33.1% | -42.3% | -10.0% |
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