-31.9%
WING vs KIM
+30.6%
-62.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.6% | -0.5% |
| 7D | -2.7% | +0.1% | -2.8% | -2.7% |
| 30D | +29.3% | +14.1% | +15.1% | +19.5% |
| 3M | +39.9% | +6.0% | +33.9% | +34.8% |
| 6M | +32.4% | +13.2% | +19.2% | +23.2% |
| YTD | -32.9% | +30.4% | -63.3% | -41.5% |
| 1Y | -31.9% | +31.0% | -62.9% | -41.5% |
| All | -31.9% | +30.6% | -62.4% | -41.5% |
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