+1,567.4%
KIM vs PTEN
+1,608.7%
-41.3%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -3.0% | -1.0% |
| 7D | -0.7% | +7.2% | -7.9% | -1.9% |
| 30D | +13.4% | -7.4% | +20.8% | +14.3% |
| 3M | +6.5% | -2.4% | +8.9% | +6.1% |
| 6M | +10.6% | -10.0% | +20.6% | +10.6% |
| YTD | +29.9% | +79.7% | -49.8% | +13.6% |
| 1Y | +29.6% | +86.5% | -56.9% | +12.3% |
| 3Y | +64.1% | -1.4% | +65.4% | +53.3% |
| 5Y | +35.3% | +43.9% | -8.6% | +11.6% |
| 10Y | +63.1% | -40.0% | +103.1% | +29.8% |
| All | +1,567.4% | +1,608.7% | -41.3% | +925.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling