+8.4%
KIM vs PTEN
+135.2%
-126.8%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -1.4% |
| 7D | -0.8% | +0.7% | -1.5% | -0.7% |
| 30D | -5.1% | +31.2% | -36.3% | -4.6% |
| 3M | -0.6% | +2.0% | -2.7% | -0.4% |
| 6M | +2.4% | +42.4% | -40.0% | +1.8% |
| YTD | +19.0% | +109.2% | -90.2% | +14.4% |
| 1Y | +8.4% | +122.3% | -113.9% | +2.6% |
| All | +8.4% | +135.2% | -126.8% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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