+37.6%
KIM price history and return analytics
+65.7%
-28.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.2% |
| 7D | -1.0% | -0.1% | -0.8% | -0.9% |
| 30D | -1.1% | -0.7% | -0.4% | -0.6% |
| 3M | -5.3% | +4.0% | -9.3% | -9.0% |
| 6M | +3.9% | +12.3% | -8.4% | -7.5% |
| YTD | +20.3% | +14.0% | +6.3% | +5.1% |
| 1Y | +10.4% | +20.3% | -9.9% | -8.7% |
| 3Y | +46.3% | +75.4% | -29.1% | -19.1% |
| 5Y | +37.6% | +66.0% | -28.4% | -18.9% |
| All | +37.6% | +65.7% | -28.1% | -18.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling