+37.9%
KIM vs PTEN
+89.3%
-51.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.2% |
| 7D | -1.5% | +2.8% | -4.3% | -1.9% |
| 30D | -1.7% | +17.6% | -19.3% | -4.0% |
| 3M | -7.1% | +8.2% | -15.3% | -8.6% |
| 6M | +2.9% | +38.1% | -35.2% | -3.3% |
| YTD | +18.8% | +117.3% | -98.4% | +3.4% |
| 1Y | +9.4% | +146.1% | -136.7% | -7.3% |
| 3Y | +44.6% | -3.0% | +47.6% | +37.9% |
| 5Y | +37.9% | +93.5% | -55.5% | +8.4% |
| All | +37.9% | +89.3% | -51.4% | +8.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling