+49.2%
PAAS vs KIM
+33.6%
+15.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -3.9% |
| 7D | -7.0% | -0.7% | -6.4% | -6.8% |
| 30D | -15.3% | +13.4% | -28.7% | -19.0% |
| 3M | -27.7% | +6.5% | -34.3% | -29.4% |
| 6M | -40.5% | +10.6% | -51.0% | -42.9% |
| YTD | -26.5% | +29.9% | -56.4% | -33.8% |
| 1Y | -0.8% | +29.6% | -30.3% | -10.5% |
| 3Y | +196.9% | +64.1% | +132.9% | +136.5% |
| 5Y | +49.2% | +35.3% | +13.9% | +27.2% |
| All | +49.2% | +33.6% | +15.6% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KIM.
Daily Out/Under-Performance
Portfolio return minus KIM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KIM 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 KIM 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