-36.0%
PLTU vs KIM
+9.4%
-45.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.2% | -3.2% | -5.4% |
| 7D | -17.7% | -1.5% | -16.2% | -18.8% |
| 30D | -12.5% | -1.7% | -10.8% | -13.5% |
| 3M | +39.5% | -7.1% | +46.6% | +32.8% |
| 6M | -7.0% | +2.9% | -9.8% | -7.7% |
| YTD | -38.1% | +18.8% | -56.9% | -32.2% |
| 1Y | -36.0% | +9.4% | -45.4% | -30.5% |
| All | -36.0% | +9.4% | -45.4% | -30.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling