+42.8%
WWD vs KIM
+9.4%
+33.4%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.2% |
| 7D | +0.6% | -1.0% | +1.6% | +0.9% |
| 30D | -5.1% | -1.1% | -4.0% | -4.8% |
| 3M | -11.2% | -5.3% | -5.9% | -9.7% |
| 6M | -12.0% | +3.9% | -16.0% | -13.4% |
| YTD | +12.0% | +20.3% | -8.3% | +8.1% |
| 1Y | +42.8% | +10.4% | +32.4% | +40.9% |
| All | +42.8% | +9.4% | +33.4% | +40.9% |
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