+79.3%
KIM price history and return analytics
+346.0%
-266.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.7% | -0.7% |
| 7D | +4.1% | -2.3% | +6.4% | +6.9% |
| 30D | +16.8% | -5.0% | +21.8% | +23.8% |
| 3M | +5.7% | -4.9% | +10.6% | +11.8% |
| 6M | +9.7% | -1.5% | +11.2% | +10.0% |
| YTD | +30.2% | +8.5% | +21.7% | +14.6% |
| 1Y | +32.1% | +11.4% | +20.7% | +12.3% |
| 3Y | +58.6% | +70.1% | -11.5% | -22.5% |
| 5Y | +31.2% | +53.7% | -22.6% | -27.2% |
| 10Y | +66.7% | +220.0% | -153.3% | -64.3% |
| All | +79.3% | +346.0% | -266.7% | -73.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling