+1,445.6%
KIM vs PTEN
+1,889.0%
-443.4%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.9% | 0.0% |
| 7D | +0.4% | +0.7% | -0.3% | +0.3% |
| 30D | -4.0% | +31.2% | -35.2% | -8.8% |
| 3M | +0.5% | +2.0% | -1.5% | -0.8% |
| 6M | +3.6% | +42.4% | -38.8% | -4.5% |
| YTD | +20.4% | +109.2% | -88.8% | +3.2% |
| 1Y | +9.7% | +122.3% | -112.6% | -7.6% |
| 3Y | +46.0% | -5.6% | +51.6% | +38.2% |
| 5Y | +34.4% | +86.5% | -52.1% | +6.3% |
| 10Y | +29.3% | -22.1% | +51.4% | -1.0% |
| All | +1,445.6% | +1,889.0% | -443.4% | +831.9% |
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