+33.8%
VRTX vs KIM
+10.5%
+23.3%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.7% | -3.8% | -3.3% |
| 7D | -3.4% | -0.3% | -3.1% | -3.4% |
| 30D | +6.6% | -1.7% | +8.3% | +6.9% |
| 3M | +19.4% | -0.8% | +20.2% | +19.5% |
| 6M | +15.8% | +4.4% | +11.4% | +14.9% |
| YTD | +16.7% | +21.2% | -4.6% | +13.6% |
| 1Y | +33.8% | +10.5% | +23.3% | +29.7% |
| All | +33.8% | +10.5% | +23.3% | +29.7% |
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