+42.1%
VRTX vs KIM
+65.6%
-23.4%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.8% |
| 7D | -1.6% | +0.1% | -1.7% | -1.6% |
| 30D | +8.0% | +14.1% | -6.1% | +4.3% |
| 3M | +4.3% | +6.0% | -1.7% | +2.6% |
| 6M | +18.9% | +13.2% | +5.6% | +14.7% |
| YTD | +18.8% | +30.4% | -11.6% | +10.1% |
| 1Y | +24.0% | +31.0% | -7.1% | +14.7% |
| 3Y | +42.1% | +67.6% | -25.5% | +32.7% |
| All | +42.1% | +65.6% | -23.4% | +32.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling