-30.6%
VRSK vs KIM
+10.4%
-41.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.4% | -2.5% |
| 7D | -3.1% | +0.4% | -3.5% | -3.2% |
| 30D | -1.6% | -4.0% | +2.4% | -0.6% |
| 3M | +3.5% | +0.5% | +3.0% | +4.9% |
| 6M | -13.4% | +3.6% | -17.0% | -12.5% |
| YTD | -16.5% | +20.4% | -36.9% | -18.1% |
| 1Y | -30.6% | +9.7% | -40.3% | -28.9% |
| All | -30.6% | +10.4% | -41.0% | -28.9% |
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