+64.1%
KIM price history and return analytics
+224.4%
-160.2%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.4% | -1.4% |
| 7D | -1.0% | -0.7% | -0.3% | -0.5% |
| 30D | +14.8% | -1.7% | +16.5% | +16.5% |
| 3M | +8.1% | -2.3% | +10.5% | +10.3% |
| 6M | +11.7% | +1.5% | +10.1% | +8.4% |
| YTD | +30.7% | +12.0% | +18.7% | +13.1% |
| 1Y | +29.7% | +12.9% | +16.9% | +11.2% |
| 3Y | +65.1% | +74.9% | -9.9% | -15.3% |
| 5Y | +34.7% | +59.9% | -25.3% | -22.9% |
| 10Y | +64.1% | +224.6% | -160.5% | -51.7% |
| All | +64.1% | +224.4% | -160.2% | -51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling