+29.0%
VRSN vs KIM
+37.7%
-8.7%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.7% | -4.1% | -3.6% |
| 7D | -2.1% | -0.3% | -1.8% | -2.1% |
| 30D | -3.9% | -1.7% | -2.2% | -3.4% |
| 3M | -0.1% | -0.8% | +0.7% | 0.0% |
| 6M | +16.4% | +4.4% | +12.0% | +14.5% |
| YTD | +17.2% | +21.2% | -4.0% | +9.6% |
| 1Y | +1.0% | +10.5% | -9.6% | -2.7% |
| 3Y | +39.1% | +47.5% | -8.4% | +16.9% |
| 5Y | +29.0% | +37.1% | -8.1% | +15.1% |
| All | +29.0% | +37.7% | -8.7% | +15.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling