+635.6%
WING vs KIM
+89.1%
+546.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -4.3% |
| 7D | -3.9% | -0.7% | -3.2% | -3.7% |
| 30D | +26.6% | +13.4% | +13.2% | +22.5% |
| 3M | +42.5% | +6.5% | +36.0% | +40.3% |
| 6M | +29.4% | +10.6% | +18.8% | +26.0% |
| YTD | -32.8% | +29.9% | -62.7% | -37.3% |
| 1Y | -33.5% | +29.6% | -63.0% | -37.9% |
| 3Y | -23.4% | +64.1% | -87.4% | -33.5% |
| 5Y | -0.4% | +35.3% | -35.7% | -9.1% |
| 10Y | +647.8% | +63.1% | +584.7% | +559.6% |
| All | +635.6% | +89.1% | +546.4% | +513.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling