+13.6%
PSA vs KIM
+37.7%
-24.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.5% |
| 7D | -0.4% | -0.3% | -0.1% | -0.2% |
| 30D | -8.2% | -1.7% | -6.4% | -7.3% |
| 3M | -2.1% | -0.8% | -1.3% | -1.8% |
| 6M | -0.2% | +4.4% | -4.6% | -2.5% |
| YTD | +18.5% | +21.2% | -2.7% | +6.9% |
| 1Y | +6.6% | +10.5% | -4.0% | +0.9% |
| 3Y | +24.5% | +47.5% | -23.0% | +1.8% |
| 5Y | +13.6% | +37.1% | -23.5% | -2.5% |
| All | +13.6% | +37.7% | -24.1% | -2.5% |
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 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